JFG
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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
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 $3.38T AUM 44.17% 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

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. 945 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.
  • 945 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.