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Atria Wealth Solutions’s Fidelity National Financial FNF Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-4,750
Closed -$267K – 1935
2024
Q4 		$267K Buy
+4,750
New +$286K ﹤0.01% 1631
2022
Q2 		– Sell
-5,417
Closed -$254K – 1728
2022
Q1 		$254K Buy
+5,417
New +$259K ﹤0.01% 1415

Other funds holding FNF

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Atria Wealth Solutions's FNF Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Fidelity National Financial (FNF) in Q1 2025, closing a stake of 4,750 shares — an estimated $267K sold.

Atria Wealth Solutions first reported a position in FNF in Q1 2022 and held it in 2 quarters. The position peaked at $267K in Q4 2024. 797 funds tracked by Wall St. Rank hold FNF as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Fidelity National Financial position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,750 Fidelity National Financial shares in Q1 2025, an estimated $267K.
  • Atria Wealth Solutions first reported a position in Fidelity National Financial in Q1 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's Fidelity National Financial position peaked at $267K in Q4 2024.
  • 797 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.