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MBM Wealth Consultants’s Fidelity National Information Services FIS Stock Holding History

MBM Wealth Consultants’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 		– Sell
-695
Closed -$32.6K – 213
2026
Q1 		$32.6K Buy
+695
New +$37.4K 0.01% 171
2025
Q4 		– Sell
-5,337
Closed -$352K – 114
2025
Q3 		$352K Buy
5,337
+80
+2% +$5.83K 0.09% 95
2025
Q2 		$428K Buy
5,257
+301
+6% +$23.4K 0.11% 75
2025
Q1 		$370K Buy
4,956
+532
+12% +$40K 0.11% 85
2024
Q4 		$354K Buy
4,424
+250
+6% +$21.5K 0.11% 80
2024
Q3 		$350K Sell
4,174
-20
-0.5% -$1.58K 0.11% 76
2024
Q2 		$309K Sell
4,194
-30
-0.7% -$2.22K 0.11% 74
2024
Q1 		$313K Sell
4,224
-133
-3% -$8.66K 0.11% 77
2023
Q4 		$277K Buy
+4,357
New +$239K 0.1% 81
2023
Q2 		– Sell
-707
Closed -$17K – 166
2023
Q1 		$17K Hold
707
– – 0.01% 194
2022
Q4 		$48K Buy
707
+394
+126% +$28K 0.02% 164
2022
Q3 		$24K Hold
313
– – 0.01% 184
2022
Q2 		$29K Hold
313
– – 0.01% 180
2022
Q1 		$31K Hold
313
– – 0.01% 199
2021
Q4 		$34K Hold
313
– – 0.01% 189
2021
Q3 		$38K Hold
313
– – 0.02% 160
2021
Q2 		$44K Hold
313
– – 0.02% 148
2021
Q1 		$44K Hold
313
– – 0.02% 141
2020
Q4 		$44K Hold
313
– – 0.02% 138
2020
Q3 		$46K Hold
313
– – 0.03% 133
2020
Q2 		$42K Hold
313
– – 0.03% 127
2020
Q1 		$38K Hold
313
– – 0.03% 116
2019
Q4 		$44K Hold
313
– – 0.03% 126
2019
Q3 		$42K Hold
313
– – 0.03% 125
2019
Q2 		$38K Hold
313
– – 0.03% 129
2019
Q1 		$35K Hold
313
– – 0.03% 134
2018
Q4 		$32K Buy
+313
New +$32.6K 0.03% 144

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

MBM Wealth Consultants's FIS Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Fidelity National Information Services (FIS) in Q2 2026, closing a stake of 695 shares — an estimated $32.6K sold.

MBM Wealth Consultants first reported a position in FIS in Q4 2018 and held it in 27 quarters. The position peaked at $428K in Q2 2025. 858 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • MBM Wealth Consultants reported no remaining Fidelity National Information Services position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 695 Fidelity National Information Services shares in Q2 2026, an estimated $32.6K.
  • MBM Wealth Consultants first reported a position in Fidelity National Information Services in Q4 2018 and held it in 27 quarters.
  • MBM Wealth Consultants's Fidelity National Information Services position peaked at $428K in Q2 2025.
  • 858 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.