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Independent Financial Group’s Fidelity National Information Services FIS Stock Holding History

Independent Financial Group’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
Q2 		$253K Buy
6,501
+1,324
+26% +$57.3K ﹤0.01% 1351
2026
Q1 		$243K Buy
5,177
+290
+6% +$15.6K 0.01% 1278
2025
Q4 		$325K Hold
4,887
– – 0.01% 1108
2025
Q3 		$322K Sell
4,887
-350
-7% -$25.5K 0.01% 1056
2025
Q2 		$426K Sell
5,237
-100
-2% -$7.78K 0.01% 848
2025
Q1 		$399K Sell
5,337
-1
-0% -$75 0.01% 802
2024
Q4 		$431K Sell
5,338
-393
-7% -$33.8K 0.01% 753
2024
Q3 		$480K Sell
5,731
-135
-2% -$10.7K 0.02% 668
2024
Q2 		$442K Buy
5,866
+1,304
+29% +$96.5K 0.02% 658
2024
Q1 		$338K Sell
4,562
-147
-3% -$9.57K 0.02% 737
2023
Q4 		$283K Hold
4,709
– – 0.02% 743
2023
Q3 		$260K Sell
4,709
-93
-2% -$5.35K 0.02% 720
2023
Q2 		$263K Hold
4,802
– – 0.02% 697
2023
Q1 		$261K Buy
4,802
+191
+4% +$12.4K 0.02% 671
2022
Q4 		$313K Sell
4,611
-18
-0.4% -$1.28K 0.03% 544
2022
Q3 		$350K Hold
4,629
– – 0.03% 500
2022
Q2 		$424K Buy
4,629
+20
+0.4% +$1.99K 0.05% 416
2022
Q1 		$463K Buy
+4,609
New +$482K 0.04% 451

Other funds holding FIS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independent Financial Group's FIS Position: Q2 2026 in Review

Independent Financial Group increased its Fidelity National Information Services (FIS) stake by 26% in Q2 2026, buying an estimated $57.3K and bringing the position to 6,501 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Independent Financial Group first reported a position in FIS in Q1 2022 and has held it in 18 quarters since. The position peaked at $480K in Q3 2024. 855 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Independent Financial Group held 6,501 shares of Fidelity National Information Services worth $253K as of Q2 2026.
  • Independent Financial Group bought 1,324 Fidelity National Information Services shares in Q2 2026, an estimated $57.3K.
  • Fidelity National Information Services made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1351 holding.
  • Independent Financial Group first reported a position in Fidelity National Information Services in Q1 2022 and has held it in 18 quarters since.
  • Independent Financial Group's Fidelity National Information Services position peaked at $480K in Q3 2024.
  • 855 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.