PFG Private Wealth Management’s Fidelity National Information Services FIS Stock Holding History

PFG Private 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	–	Sell	-3,497	Closed	-$232K	–	78
2025 Q4	$232K	Buy	+3,497	New	+$231K	0.1%	66
2025 Q2	–	Sell	-2,340	Closed	-$175K	–	122
2025 Q1	$175K	Buy	2,340 +28	+1%	+$2.1K	0.09%	63
2024 Q4	$187K	Sell	2,312 -21	-0.9%	-$1.81K	0.11%	50
2024 Q3	$195K	Sell	2,333 -53	-2%	-$4.18K	0.11%	58
2024 Q2	$180K	Sell	2,386 -168	-7%	-$12.4K	0.11%	58
2024 Q1	$189K	Buy	2,554 +36	+1%	+$2.34K	0.12%	55
2023 Q4	$151K	Buy	+2,518	New	+$138K	0.1%	58

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

PFG Private Wealth Management's FIS Position: Q1 2026 in Review

PFG Private Wealth Management sold out of Fidelity National Information Services (FIS) in Q1 2026, closing a stake of 3,497 shares — an estimated $232K sold.

PFG Private Wealth Management first reported a position in FIS in Q4 2023 and held it in 7 quarters. The position peaked at $232K in Q4 2025. 937 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

PFG Private Wealth Management reported no remaining Fidelity National Information Services position as of Q1 2026 after selling out during the quarter.
PFG Private Wealth Management sold 3,497 Fidelity National Information Services shares in Q1 2026, an estimated $232K.
PFG Private Wealth Management first reported a position in Fidelity National Information Services in Q4 2023 and held it in 7 quarters.
PFG Private Wealth Management's Fidelity National Information Services position peaked at $232K in Q4 2025.
937 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on PFG Private Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.