Marks Group Wealth Management’s Fidelity National Information Services FIS Stock Holding History

Marks Group Wealth 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	$1.95M	Buy	41,585 +17,235	+71%	+$927K	0.19%	135
2025 Q4	$1.62M	Buy	24,350 +2,639	+12%	+$174K	0.15%	141
2025 Q3	$1.43M	Buy	21,711 +8,078	+59%	+$589K	0.13%	146
2025 Q2	$1.11M	Sell	13,633 -163	-1%	-$12.7K	0.1%	170
2025 Q1	$1.03M	Buy	13,796 +329	+2%	+$24.7K	0.1%	180
2024 Q4	$1.09M	Sell	13,467 -182	-1%	-$15.7K	0.11%	167
2024 Q3	$1.14M	Sell	13,649 -112	-0.8%	-$8.84K	0.11%	168
2024 Q2	$1.04M	Sell	13,761 -2,265	-14%	-$168K	0.11%	168
2024 Q1	$1.19M	Sell	16,026 -18,964	-54%	-$1.23M	0.12%	156
2023 Q4	$2.1M	Sell	34,990 -5,011	-13%	-$275K	0.24%	120
2023 Q3	$2.21M	Sell	40,001 -2,730	-6%	-$157K	0.27%	108
2023 Q2	$2.34M	Buy	42,731 +15,678	+58%	+$863K	0.28%	112
2023 Q1	$1.47M	Buy	+27,053	New	+$1.76M	0.19%	134

Other funds holding FIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marks Group Wealth Management's FIS Position: Q1 2026 in Review

Marks Group Wealth Management increased its Fidelity National Information Services (FIS) stake by 71% in Q1 2026, buying an estimated $927K and bringing the position to 41,585 shares worth $1.95M. The position accounts for 0.19% of the portfolio, ranked #135.

Marks Group Wealth Management first reported a position in FIS in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.34M in Q2 2023. 937 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

Marks Group Wealth Management held 41,585 shares of Fidelity National Information Services worth $1.95M as of Q1 2026.
Marks Group Wealth Management bought 17,235 Fidelity National Information Services shares in Q1 2026, an estimated $927K.
Fidelity National Information Services made up 0.19% of Marks Group Wealth Management's portfolio in Q1 2026, its #135 holding.
Marks Group Wealth Management first reported a position in Fidelity National Information Services in Q1 2023 and has held it in 13 quarters since.
Marks Group Wealth Management's Fidelity National Information Services position peaked at $2.34M in Q2 2023.
937 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.