Patriot Financial Group Insurance Agency, LLC

Insurance

Position in FIS — Fidelity National Information Services, Inc.

CIK 1694883 Westborough, MA

Back to FIS Full portfolio

Position in FIS

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$979,270

-$497,644 QoQ

Shares Held

25,187

-20.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#392

of 849 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in FIS Over Time

Shares Held

Position Value (USD)

Position in Information Technology Services

Technology · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $2,736,416 across 3 Information Technology Services names. FIS ranks #2 (35.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	4,788	$1,346,433
2	FIS	Fidelity National Information Services, Inc. This page	25,187	$979,270
3	BR	Broadridge Financial Solutions, Inc.	2,999	$410,713

All Filings in FIS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$979,270	25,187	-20.0%	Shares	Sole	2026-07-16
2026-03-31	$1,476,914	31,484	+180.6%	Shares	Sole	2026-04-22
2025-12-31	$745,814	11,222	+57.2%	Shares	Sole	2026-01-26
2025-09-30	$470,613	7,137	+3.8%	Shares	Sole	2025-10-08
2025-06-30	$559,612	6,874	+6.9%	Shares	Sole	2025-07-21
2025-03-31	$480,341	6,432	+5.1%	Shares	Sole	2025-04-14
2024-12-31	$494,150	6,118	+4.5%	Shares	Sole	2025-01-22
2024-09-30	$490,523	5,857	+3.2%	Shares	Sole	2024-10-24
2024-06-30	$427,517	5,673	-60.0%	Shares	Sole	2024-07-26
2024-03-31	$1,052,688	14,191	-31.2%	Shares	Sole	2024-04-30
2023-12-31	$1,238,943	20,625	+10.3%	Shares	Sole	2024-01-19
2023-09-30	$1,033,383	18,697	+18.6%	Shares	Sole	2023-10-19
2023-06-30	$862,181	15,762	+39.1%	Shares	Sole	2023-07-17
2023-03-31	$615,667	11,332	+65.0%	Shares	Sole	2023-04-20
2022-12-31	$466,061	6,869	+15.2%	Shares	Sole	2023-01-17
2022-09-30	$450,548	5,962	+0.4%	Shares	Sole	2022-11-01
2022-06-30	$544,611	5,941	+6.6%	Shares	Sole	2022-07-29
2022-03-31	$559,841	5,575	+69.7%	Shares	Sole	2022-05-11
2021-12-31	$358,557	3,285	+128.0%	Shares	Sole	2022-01-10
2021-09-30	$175,340	1,441	+23.1%	Shares	Sole	2021-11-24
2021-06-30	$165,895	1,171	+32.5%	Shares	Sole	2021-07-30
2021-03-31	$124,299	884	+99.1%	Shares	Sole	2021-04-29
2020-12-31	$62,808	444	+2511.8%	Shares	Sole	2021-01-15
2020-09-30	$2,502	17	+30.8%	Shares	Sole	2020-10-21
2020-06-30	$1,743	13	+62.5%	Shares	Sole	2020-07-10
2020-03-31	$973	8	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.