Access Financial Services’s Fidelity National Financial FNF Stock Holding History

Access Financial Services’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
2023 Q3	–	Sell	-35,586	Closed	-$1.28M	–	84
2023 Q2	$1.28M	Buy	35,586 +4,528	+15%	+$158K	0.75%	46
2023 Q1	$1.08M	Sell	31,058 -714	-2%	-$28.1K	0.66%	45
2022 Q4	$1.2M	Sell	31,772 -1,606	-5%	-$60.3K	0.73%	41
2022 Q3	$1.16M	Buy	33,378 +1,453	+5%	+$54.3K	0.75%	37
2022 Q2	$1.14M	Buy	31,925 +11,645	+57%	+$455K	0.65%	47
2022 Q1	$952K	Buy	+20,280	New	+$970K	0.45%	64

Other funds holding FNF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Access Financial Services's FNF Position: Q3 2023 in Review

Access Financial Services sold out of Fidelity National Financial (FNF) in Q3 2023, closing a stake of 35,586 shares — an estimated $1.28M sold.

Access Financial Services first reported a position in FNF in Q1 2022 and held it in 6 quarters. The position peaked at $1.28M in Q2 2023. 595 funds tracked by Wall St. Rank hold FNF as of Q3 2023.

Access Financial Services reported no remaining Fidelity National Financial position as of Q3 2023 after selling out during the quarter.
Access Financial Services sold 35,586 Fidelity National Financial shares in Q3 2023, an estimated $1.28M.
Access Financial Services first reported a position in Fidelity National Financial in Q1 2022 and held it in 6 quarters.
Access Financial Services's Fidelity National Financial position peaked at $1.28M in Q2 2023.
595 funds tracked by Wall St. Rank held Fidelity National Financial as of Q3 2023.

Based on Access Financial Services's 13F filing for Q3 2023, filed 26 Oct 2023.