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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

Other funds holding FNF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Congress Wealth Management's FNF Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Fidelity National Financial (FNF) in Q2 2025: 7,279 shares worth $408K. The stake represents ﹤0.01% of the portfolio and ranks #985 among its holdings. This is a return to the name: Congress Wealth Management previously reported a position in FNF as recently as Q3 2024.

Congress Wealth Management first reported a position in FNF in Q2 2024 and has held it in 3 quarters since. 728 funds tracked by Wall St. Rank hold FNF as of Q2 2025.

  • Congress Wealth Management held 7,279 shares of Fidelity National Financial worth $408K as of Q2 2025.
  • Fidelity National Financial was a new Congress Wealth Management position in Q2 2025.
  • Fidelity National Financial made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #985 holding.
  • Congress Wealth Management first reported a position in Fidelity National Financial in Q2 2024 and has held it in 3 quarters since.
  • 728 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.