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

JMG 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 Q1	–	Sell	-3,419	Closed	-$227K	–	128
2025 Q4	$227K	Buy	3,419 +51	+2%	+$3.36K	0.01%	120
2025 Q3	$222K	Hold	3,368	–	–	0.01%	118
2025 Q2	$274K	Hold	3,368	–	–	0.01%	111
2025 Q1	$252K	Hold	3,368	–	–	0.01%	109
2024 Q4	$272K	Hold	3,368	–	–	0.01%	105
2024 Q3	$282K	Hold	3,368	–	–	0.01%	107
2024 Q2	$254K	Hold	3,368	–	–	0.01%	111
2024 Q1	$250K	Sell	3,368 -415	-11%	-$27K	0.01%	112
2023 Q4	$227K	Buy	+3,783	New	+$208K	0.01%	114

Other funds holding FIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JMG Financial Group's FIS Position: Q1 2026 in Review

JMG Financial Group sold out of Fidelity National Information Services (FIS) in Q1 2026, closing a stake of 3,419 shares — an estimated $227K sold.

JMG Financial Group first reported a position in FIS in Q4 2023 and held it in 9 quarters. The position peaked at $282K in Q3 2024. 942 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

JMG Financial Group reported no remaining Fidelity National Information Services position as of Q1 2026 after selling out during the quarter.
JMG Financial Group sold 3,419 Fidelity National Information Services shares in Q1 2026, an estimated $227K.
JMG Financial Group first reported a position in Fidelity National Information Services in Q4 2023 and held it in 9 quarters.
JMG Financial Group's Fidelity National Information Services position peaked at $282K in Q3 2024.
942 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on JMG Financial Group's 13F filing for Q1 2026, filed 7 May 2026.