Institute for Wealth Management’s Fidelity National Financial FNF Stock Holding History

Institute for 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
2026 Q2	$2.97K	Buy	+63	New	+$3.05K	﹤0.01%	1535

Other funds holding FNF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Institute for Wealth Management's FNF Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Fidelity National Financial (FNF) in Q2 2026: 63 shares worth $2.97K. The stake represents ﹤0.01% of the portfolio and ranks #1535 among its holdings.

404 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

Institute for Wealth Management held 63 shares of Fidelity National Financial worth $2.97K as of Q2 2026.
Fidelity National Financial was a new Institute for Wealth Management position in Q2 2026.
Fidelity National Financial made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1535 holding.
404 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.