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Bernard Wealth Management’s Fidelity National Financial FNF Stock Holding History

Bernard 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
Q2 		– Sell
-22
Closed -$1.43K – 347
2025
Q1 		$1.43K Buy
+22
New +$1.32K ﹤0.01% 329

Other funds holding FNF

BlackRock
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bernard Wealth Management's FNF Position: Q2 2025 in Review

Bernard Wealth Management sold out of Fidelity National Financial (FNF) in Q2 2025, closing a stake of 22 shares — an estimated $1.43K sold.

Bernard Wealth Management first reported a position in FNF in Q1 2025 and held it in 1 quarter. The position peaked at $1.43K in Q1 2025. 726 funds tracked by Wall St. Rank hold FNF as of Q2 2025.

  • Bernard Wealth Management reported no remaining Fidelity National Financial position as of Q2 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 22 Fidelity National Financial shares in Q2 2025, an estimated $1.43K.
  • Bernard Wealth Management first reported a position in Fidelity National Financial in Q1 2025 and held it in 1 quarter.
  • Bernard Wealth Management's Fidelity National Financial position peaked at $1.43K in Q1 2025.
  • 726 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.