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Summit Investment Advisory Services, LLC → FIS

Summit Investment Advisory Services, LLC FIS Position History

Fidelity National Information Services, Inc. • Services

Quarters held
6
Latest value
$14.2M
Q3 2026
Peak value
$15M
First seen
Q2 2025

Dollar value over time

Show data table
PeriodPosition value
Q2 2025$10M
Q3 2025$11.6M
Q4 2025$12.4M
Q1 2026$12.2M
Q2 2026$15M
Q3 2026$14.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$14.2M315.1K——
Q2 2026$15M309.9K——
Q1 2026$12.2M321.4K——
Q4 2025$12.4M328.3K——
Q3 2025$11.6M318.1K——
Q2 2025$10M313.1K——

Other funds holding FIS

Other Summit Investment Advisory Services, LLC positions

COF-PN

CAPITAL GROUP DIVIDEND VALUE

$50.7M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$50.3M
COF-PN

CAPITAL GROUP GROWTH ETF

$45.5M
PPT

PUTNAM ETF TRUST

$45.2M
PPT

PUTNAM ETF TRUST

$44.1M
COF-PN

CAPITAL GROUP GROWTH ETF

$44.1M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$43.9M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$42.1M
Summit Investment Advisory Services, LLC FIS Holdings: 13F Position History | Track13F