IAGL
FNF icon

Innovative Advisory Group, LLC’s Fidelity National Financial FNF Stock Holding History

Innovative Advisory Group, LLC’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
Q1 		– Sell
-76
Closed -$4.15K – 95
2025
Q4 		$4.15K Hold
76
– – ﹤0.01% 170
2025
Q3 		$4.6K Buy
76
+10
+15% +$581 ﹤0.01% 163
2025
Q2 		$3.7K Hold
66
– – ﹤0.01% 166
2025
Q1 		$4.29K Buy
66
+7
+12% +$421 ﹤0.01% 140
2024
Q4 		$3.31K Buy
+59
New +$3.55K ﹤0.01% 143

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Innovative Advisory Group, LLC's FNF Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Fidelity National Financial (FNF) in Q1 2026, closing a stake of 76 shares — an estimated $4.15K sold.

Innovative Advisory Group, LLC first reported a position in FNF in Q4 2024 and held it in 5 quarters. The position peaked at $4.6K in Q3 2025. 728 funds tracked by Wall St. Rank hold FNF as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Fidelity National Financial position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 76 Fidelity National Financial shares in Q1 2026, an estimated $4.15K.
  • Innovative Advisory Group, LLC first reported a position in Fidelity National Financial in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Fidelity National Financial position peaked at $4.6K in Q3 2025.
  • 728 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.