Integrated Wealth Concepts LLC
Position in FNF — Fidelity National Financial, Inc.
CIK 1737109
WALTHAM, MA
Position in FNF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$776,262
+$261,206 QoQ
Shares Held
16,737
+77.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in FNF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $9,817,366 across 5 Insurance - Specialty names. FNF ranks #3 (7.9% of the industry book) .
All Filings in FNF
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $776,262 | 16,737 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $515,056 | 9,435 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $956,231 | 16,393 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $767,649 | 14,200 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $491,332 | 7,829 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $440,999 | 8,146 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $730,297 | 12,203 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $302,477 | 6,347 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $332,169 | 6,487 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $331,998 | 6,748 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $321,199 | 8,065 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $281,924 | 8,121 | Shares | Other | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||