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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
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

CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VV
Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Apella Capital's FNF Position: Q2 2026 in Review

Apella Capital increased its Fidelity National Financial (FNF) stake by 1% in Q2 2026, buying an estimated $3.73K and bringing the position to 7,696 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #534.

Apella Capital first reported a position in FNF in Q1 2025 and has held it in 6 quarters since. The position peaked at $633K in Q3 2025. 318 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

  • Apella Capital held 7,696 shares of Fidelity National Financial worth $380K as of Q2 2026.
  • Apella Capital bought 77 Fidelity National Financial shares in Q2 2026, an estimated $3.73K.
  • Fidelity National Financial made up 0.01% of Apella Capital's portfolio in Q2 2026, its #534 holding.
  • Apella Capital first reported a position in Fidelity National Financial in Q1 2025 and has held it in 6 quarters since.
  • Apella Capital's Fidelity National Financial position peaked at $633K in Q3 2025.
  • 318 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.