FFM
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Forum Financial Management’s Fidelity National Information Services FIS Stock Holding History

Forum Financial Management’s Portfolio FIS Stock Details FIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,585
Closed -$571K – 575
2025
Q4 		$571K Buy
8,585
+1,654
+24% +$109K 0.01% 416
2025
Q3 		$457K Sell
6,931
-97
-1% -$7.07K 0.01% 503
2025
Q2 		$572K Buy
7,028
+112
+2% +$8.71K 0.01% 368
2025
Q1 		$516K Buy
6,916
+5
+0.1% +$376 0.01% 357
2024
Q4 		$558K Buy
+6,911
New +$595K 0.01% 337
2023
Q4 		– Sell
-5,687
Closed -$314K – 703
2023
Q3 		$314K Hold
5,687
– – 0.01% 410
2023
Q2 		$311K Buy
5,687
+519
+10% +$28.6K 0.01% 419
2023
Q1 		$281K Sell
5,168
-1,757
-25% -$114K 0.01% 423
2022
Q4 		$470K Sell
6,925
-387
-5% -$27.5K 0.02% 264
2022
Q3 		$553K Buy
7,312
+3,315
+83% +$309K 0.03% 202
2022
Q2 		$366K Sell
3,997
-1,687
-30% -$168K 0.02% 299
2022
Q1 		$570K Sell
5,684
-194
-3% -$20.3K 0.03% 217
2021
Q4 		$642K Buy
+5,878
New +$664K 0.03% 194

Other funds holding FIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Forum Financial Management's FIS Position: Q1 2026 in Review

Forum Financial Management sold out of Fidelity National Information Services (FIS) in Q1 2026, closing a stake of 8,585 shares — an estimated $571K sold.

Forum Financial Management first reported a position in FIS in Q4 2021 and held it in 13 quarters. The position peaked at $642K in Q4 2021. 942 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

  • Forum Financial Management reported no remaining Fidelity National Information Services position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 8,585 Fidelity National Information Services shares in Q1 2026, an estimated $571K.
  • Forum Financial Management first reported a position in Fidelity National Information Services in Q4 2021 and held it in 13 quarters.
  • Forum Financial Management's Fidelity National Information Services position peaked at $642K in Q4 2021.
  • 942 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.