Integrated Wealth Concepts LLC
Position in FNF — Fidelity National Financial, Inc.
CIK 1737109
WALTHAM, MA
Position in FNF
as of Jun 30, 2026
· filed Sep 9, 2026
Position Value
$771,820
-$4,442 QoQ
Shares Held
16,366
-2.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FNF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $10,303,950 across 4 Insurance - Specialty names. FNF ranks #3 (7.5% of the industry book) .
All Filings in FNF
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $771,820 | 16,366 | Shares | Other | 2026-09-09 | |
| 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 | $991,612 | 16,393 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $796,052 | 14,200 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $509,511 | 7,829 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $457,316 | 8,146 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $757,318 | 12,203 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $313,668 | 6,347 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $344,459 | 6,487 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $344,282 | 6,748 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $333,084 | 8,065 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $292,355 | 8,121 | Shares | Other | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||