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Valeo Financial Advisors, LLC → FIS
Valeo Financial Advisors, LLC FIS Position History
Fidelity National Information Services, Inc. • Services
Quarters held
13
Latest value
$83.5M
Q3 2026
Peak value
$85.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $615K |
| Q3 2025 | $71.3M |
| Q4 2025 | $631K |
| Q4 2025 | $76.2M |
| Q1 2026 | $601K |
| Q1 2026 | $243K |
| Q1 2026 | $83.2M |
| Q2 2026 | $696K |
| Q2 2026 | $334K |
| Q2 2026 | $85.3M |
| Q3 2026 | $721K |
| Q3 2026 | $516K |
| Q3 2026 | $83.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $83.5M | 2.05M | — | — |
| Q3 2026 | $516K | 1.7K | — | — |
| Q3 2026 | $721K | 16.6K | — | — |
| Q2 2026 | $85.3M | 1.99M | — | — |
| Q2 2026 | $334K | 1.2K | — | — |
| Q2 2026 | $696K | 16.6K | — | — |
| Q1 2026 | $83.2M | 1.93M | — | — |
| Q1 2026 | $243K | 1.2K | — | — |
| Q1 2026 | $601K | 16.6K | — | — |
| Q4 2025 | $76.2M | 1.76M | — | — |
| Q4 2025 | $631K | 16.5K | — | — |
| Q3 2025 | $71.3M | 1.67M | — | — |
| Q3 2025 | $615K | 16.5K | — | — |
Other funds holding FIS
$4.9B
$4.5B
$3.8B
$3.8B
$3.4B
$3.3B
$3.1B
$3.1B