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CAPTRUST FINANCIAL ADVISORS: FIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on FIS, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 54,085 FIS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,085 shares
    Change vs previous 13F -80,738 shares

    <0.01% of the 13F portfolio, value $2,102,840.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 134,823 shares
    Change vs previous 13F +100,270 shares

    0.01% of the 13F portfolio, value $6,324,631.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 34,553 shares
    Change vs previous 13F -1,975 shares

    <0.01% of the 13F portfolio, value $2,296,380.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 36,528 shares
    Change vs previous 13F -9,363 shares

    <0.01% of the 13F portfolio, value $2,408,636.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 45,891 shares
    Change vs previous 13F -12,550 shares

    0.01% of the 13F portfolio, value $3,735,986.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 58,441 shares
    Change vs previous 13F +427 shares

    0.01% of the 13F portfolio, value $4,364,365.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 58,014 shares
    Change vs previous 13F +26,029 shares

    0.01% of the 13F portfolio, value $4,685,764.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 31,985 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,678,719.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).