Beaird Harris Wealth Management’s Fidelity National Financial FNF Stock Holding History

Beaird Harris Wealth Management’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	-211	Closed	-$11.8K	–	521
2024 Q4	$11.8K	Hold	211	–	–	﹤0.01%	345
2024 Q3	$13.1K	Hold	211	–	–	﹤0.01%	319
2024 Q2	$10.4K	Hold	211	–	–	﹤0.01%	370
2024 Q1	$11.2K	Hold	211	–	–	﹤0.01%	321
2023 Q4	$10.8K	Buy	+211	New	+$9.18K	﹤0.01%	321
2023 Q1	–	Sell	-15	Closed	-$564	–	573
2022 Q4	$564	Buy	+15	New	+$563	﹤0.01%	693
2022 Q2	–	Sell	-122	Closed	-$6K	–	481
2022 Q1	$6K	Buy	+122	New	+$5.83K	﹤0.01%	402

Other funds holding FNF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Beaird Harris Wealth Management's FNF Position: Q1 2025 in Review

Beaird Harris Wealth Management sold out of Fidelity National Financial (FNF) in Q1 2025, closing a stake of 211 shares — an estimated $11.8K sold.

Beaird Harris Wealth Management first reported a position in FNF in Q1 2022 and held it in 7 quarters. The position peaked at $13.1K in Q3 2024. 800 funds tracked by Wall St. Rank hold FNF as of Q1 2025.

Beaird Harris Wealth Management reported no remaining Fidelity National Financial position as of Q1 2025 after selling out during the quarter.
Beaird Harris Wealth Management sold 211 Fidelity National Financial shares in Q1 2025, an estimated $11.8K.
Beaird Harris Wealth Management first reported a position in Fidelity National Financial in Q1 2022 and held it in 7 quarters.
Beaird Harris Wealth Management's Fidelity National Financial position peaked at $13.1K in Q3 2024.
800 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.