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

Integrated Wealth Concepts’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 		$772K Sell
16,366
-371
-2% -$18K 0.01% 1382
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

Other funds holding FNF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Integrated Wealth Concepts's FNF Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Fidelity National Financial (FNF) stake by 2.2% in Q2 2026, selling an estimated $18K and leaving 16,366 shares worth $772K. The position accounts for 0.01% of the portfolio, ranked #1382.

Integrated Wealth Concepts first reported a position in FNF in Q2 2023 and has held it in 13 quarters since. The position peaked at $992K in Q3 2025. 714 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

  • Integrated Wealth Concepts held 16,366 shares of Fidelity National Financial worth $772K as of Q2 2026.
  • Integrated Wealth Concepts sold 371 Fidelity National Financial shares in Q2 2026, an estimated $18K.
  • Fidelity National Financial made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1382 holding.
  • Integrated Wealth Concepts first reported a position in Fidelity National Financial in Q2 2023 and has held it in 13 quarters since.
  • Integrated Wealth Concepts's Fidelity National Financial position peaked at $992K in Q3 2025.
  • 714 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.