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

Private Wealth Management 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
Q2 		$6.8K Sell
175
-12
-6% -$519 ﹤0.01% 716
2026
Q1 		$8.77K Buy
187
+110
+143% +$5.92K ﹤0.01% 565
2025
Q4 		$5.12K Sell
77
-171
-69% -$11.3K ﹤0.01% 765
2025
Q3 		$16.4K Sell
248
-22
-8% -$1.6K ﹤0.01% 383
2025
Q2 		$22K Sell
270
-4
-1% -$311 0.01% 280
2025
Q1 		$20.5K Sell
274
-44
-14% -$3.31K 0.01% 293
2024
Q4 		$25.7K Buy
318
+8
+3% +$689 0.01% 255
2024
Q3 		$26K Buy
310
+3
+1% +$237 0.01% 238
2024
Q2 		$23.1K Buy
307
+163
+113% +$12.1K 0.01% 253
2024
Q1 		$10.7K Buy
144
+39
+37% +$2.54K ﹤0.01% 394
2023
Q4 		$6.31K Buy
+105
New +$5.76K ﹤0.01% 552

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

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

Private Wealth Management Group reduced its Fidelity National Information Services (FIS) stake by 6.4% in Q2 2026, selling an estimated $519 and leaving 175 shares worth $6.8K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Private Wealth Management Group first reported a position in FIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $26K in Q3 2024. 855 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Private Wealth Management Group held 175 shares of Fidelity National Information Services worth $6.8K as of Q2 2026.
  • Private Wealth Management Group sold 12 Fidelity National Information Services shares in Q2 2026, an estimated $519.
  • Fidelity National Information Services made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #716 holding.
  • Private Wealth Management Group first reported a position in Fidelity National Information Services in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Fidelity National Information Services position peaked at $26K in Q3 2024.
  • 855 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.