CWM
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Congress Wealth Management’s Fidelity National Financial FNF Stock Holding History

Congress Wealth Management’s Portfolio FNF Stock Details FNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$408K Buy
+7,279
New +$426K ﹤0.01% 985
2024
Q4 		– Sell
-6,562
Closed -$407K – 889
2024
Q3 		$407K Hold
6,562
– – 0.01% 672
2024
Q2 		$324K Buy
+6,562
New +$330K 0.01% 596

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