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Apella Capital’s Fidelity National Financial FNF Stock Holding History

Apella Capital’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
Q3 		$503K Buy
12,879
+5,183
+67% +$246K 0.01% 503
2026
Q2 		$380K Buy
7,696
+77
+1% +$3.73K 0.01% 534
2026
Q1 		$379K Sell
7,619
-3,651
-32% -$190K 0.01% 508
2025
Q4 		$615K Sell
11,270
-218
-2% -$12.4K 0.01% 330
2025
Q3 		$633K Buy
11,488
+7,776
+209% +$452K 0.01% 299
2025
Q2 		$214K Buy
3,712
+27
+0.7% +$1.58K 0.01% 403
2025
Q1 		$225K Buy
+3,685
New +$221K 0.01% 360

Other funds holding FNF

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Apella Capital's FNF Position: Q3 2026 in Review

Apella Capital increased its Fidelity National Financial (FNF) stake by 67% in Q3 2026, buying an estimated $246K and bringing the position to 12,879 shares worth $503K. The position accounts for 0.01% of the portfolio, ranked #503.

Apella Capital first reported a position in FNF in Q1 2025 and has held it in 7 quarters since. The position peaked at $633K in Q3 2025. 30 funds tracked by Wall St. Rank hold FNF as of Q3 2026.

  • Apella Capital held 12,879 shares of Fidelity National Financial worth $503K as of Q3 2026.
  • Apella Capital bought 5,183 Fidelity National Financial shares in Q3 2026, an estimated $246K.
  • Fidelity National Financial made up 0.01% of Apella Capital's portfolio in Q3 2026, its #503 holding.
  • Apella Capital first reported a position in Fidelity National Financial in Q1 2025 and has held it in 7 quarters since.
  • Apella Capital's Fidelity National Financial position peaked at $633K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held Fidelity National Financial as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.