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 Q2	$1.66M	Buy	42,789 +1,204	+3%	+$52.1K	0.14%	152
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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

Marks Group Wealth Management's FIS Position: Q2 2026 in Review

Marks Group Wealth Management increased its Fidelity National Information Services (FIS) stake by 2.9% in Q2 2026, buying an estimated $52.1K and bringing the position to 42,789 shares worth $1.66M. The position accounts for 0.14% of the portfolio, ranked #152.

Marks Group Wealth Management first reported a position in FIS in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.34M in Q2 2023. 860 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

Marks Group Wealth Management held 42,789 shares of Fidelity National Information Services worth $1.66M as of Q2 2026.
Marks Group Wealth Management bought 1,204 Fidelity National Information Services shares in Q2 2026, an estimated $52.1K.
Fidelity National Information Services made up 0.14% of Marks Group Wealth Management's portfolio in Q2 2026, its #152 holding.
Marks Group Wealth Management first reported a position in Fidelity National Information Services in Q1 2023 and has held it in 14 quarters since.
Marks Group Wealth Management's Fidelity National Information Services position peaked at $2.34M in Q2 2023.
860 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.