BWL
FNF icon

Bogart Wealth LLC’s Fidelity National Financial FNF Stock Holding History

Bogart Wealth LLC’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 		$11.8K Buy
251
+45
+22% +$2.18K ﹤0.01% 948
2026
Q1 		$9.54K Buy
206
+26
+14% +$1.35K ﹤0.01% 915
2025
Q4 		$9.82K Buy
180
+3
+2% +$171 ﹤0.01% 870
2025
Q3 		$10.7K Buy
177
+9
+5% +$523 ﹤0.01% 818
2025
Q2 		$9.41K Buy
168
+160
+2,000% +$9.36K ﹤0.01% 809
2025
Q1 		$521 Sell
8
-71
-90% -$4.27K ﹤0.01% 1265
2024
Q4 		$4.43K Hold
79
– – ﹤0.01% 910
2024
Q3 		$4.9K Buy
+79
New +$4.43K ﹤0.01% 836
2023
Q1 		– Sell
-179
Closed -$6.73K – 1144
2022
Q4 		$6.73K Buy
+179
New +$6.72K ﹤0.01% 614
2020
Q3 		– Sell
-50
Closed -$1K – 447
2020
Q2 		$1K Hold
50
– – ﹤0.01% 413
2020
Q1 		$1K Buy
+50
New +$1.96K ﹤0.01% 387

Other funds holding FNF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bogart Wealth LLC's FNF Position: Q2 2026 in Review

Bogart Wealth LLC increased its Fidelity National Financial (FNF) stake by 22% in Q2 2026, buying an estimated $2.18K and bringing the position to 251 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Bogart Wealth LLC first reported a position in FNF in Q1 2020 and has held it in 11 quarters since. 710 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

  • Bogart Wealth LLC held 251 shares of Fidelity National Financial worth $11.8K as of Q2 2026.
  • Bogart Wealth LLC bought 45 Fidelity National Financial shares in Q2 2026, an estimated $2.18K.
  • Fidelity National Financial made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #948 holding.
  • Bogart Wealth LLC first reported a position in Fidelity National Financial in Q1 2020 and has held it in 11 quarters since.
  • 710 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.