Integrated Wealth Concepts’s Fidelity National Financial FNF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$776K	Buy	16,737 +7,302	+77%	+$379K	0.01%	1262
2025 Q4	$515K	Sell	9,435 -6,958	-42%	-$396K	0.01%	1074
2025 Q3	$992K	Buy	16,393 +2,193	+15%	+$127K	0.01%	988
2025 Q2	$796K	Buy	14,200 +6,371	+81%	+$372K	0.01%	1041
2025 Q1	$510K	Sell	7,829 -317	-4%	-$19K	0.01%	1128
2024 Q4	$457K	Sell	8,146 -4,057	-33%	-$244K	0.01%	1166
2024 Q3	$757K	Buy	12,203 +5,856	+92%	+$329K	0.01%	919
2024 Q2	$314K	Sell	6,347 -140	-2%	-$7.05K	﹤0.01%	1292
2024 Q1	$344K	Sell	6,487 -261	-4%	-$13.2K	0.01%	1242
2023 Q4	$344K	Sell	6,748 -1,317	-16%	-$57.3K	0.01%	1192
2023 Q3	$333K	Sell	8,065 -56	-0.7%	-$2.24K	0.01%	1175
2023 Q2	$292K	Buy	+8,121	New	+$283K	0.01%	1233