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Summit Financial Wealth Advisors, LLC → FIS
Summit Financial Wealth Advisors, LLC FIS Position History
Fidelity National Information Services, Inc. • Services
Quarters held
8
Latest value
$24.7M
Q3 2026
Peak value
$24.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.9M |
| Q4 2025 | $19.6M |
| Q1 2026 | $4.7M |
| Q1 2026 | $19.8M |
| Q2 2026 | $5.9M |
| Q2 2026 | $23.5M |
| Q3 2026 | $17.6M |
| Q3 2026 | $24.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $24.7M | 611.6K | — | — |
| Q3 2026 | $17.6M | 289.4K | — | — |
| Q2 2026 | $23.5M | 579.2K | — | — |
| Q2 2026 | $5.9M | 97.8K | — | — |
| Q1 2026 | $19.8M | 551.8K | — | — |
| Q1 2026 | $4.7M | 84.2K | — | — |
| Q4 2025 | $19.6M | 539.5K | — | — |
| Q4 2025 | $3.9M | 68.0K | — | — |
Other funds holding FIS
$4.9B
$4.5B
$3.8B
$3.8B
$3.4B
$3.3B
$3.1B
$3.1B