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Avantra Family Wealth’s Fidelity National Financial FNF Stock Holding History

Avantra Family Wealth’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 		$389K Buy
8,251
+25
+0.3% +$1.21K 0.25% 120
2026
Q1 		$382K Buy
8,226
+181
+2% +$9.4K 0.28% 107
2025
Q4 		$439K Buy
8,045
+187
+2% +$10.6K 0.32% 96
2025
Q3 		$475K Sell
7,858
-270
-3% -$15.7K 0.36% 86
2025
Q2 		$456K Buy
8,128
+168
+2% +$9.82K 0.38% 77
2025
Q1 		$518K Sell
7,960
-196
-2% -$11.8K 0.5% 67
2024
Q4 		$458K Buy
+8,156
New +$491K 0.43% 86

Other funds holding FNF

CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Avantra Family Wealth's FNF Position: Q2 2026 in Review

Avantra Family Wealth increased its Fidelity National Financial (FNF) stake by 0.3% in Q2 2026, buying an estimated $1.21K and bringing the position to 8,251 shares worth $389K. The position accounts for 0.25% of the portfolio, ranked #120.

Avantra Family Wealth first reported a position in FNF in Q4 2024 and has held it in 7 quarters since. The position peaked at $518K in Q1 2025. 270 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

  • Avantra Family Wealth held 8,251 shares of Fidelity National Financial worth $389K as of Q2 2026.
  • Avantra Family Wealth bought 25 Fidelity National Financial shares in Q2 2026, an estimated $1.21K.
  • Fidelity National Financial made up 0.25% of Avantra Family Wealth's portfolio in Q2 2026, its #120 holding.
  • Avantra Family Wealth first reported a position in Fidelity National Financial in Q4 2024 and has held it in 7 quarters since.
  • Avantra Family Wealth's Fidelity National Financial position peaked at $518K in Q1 2025.
  • 270 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.