Capital Advisors Wealth Management’s Fidelity National Financial FNF Stock Holding History

Capital Advisors 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
2026 Q2	$2.81M	Sell	59,560 -1,134	-2%	-$54.9K	0.33%	59
2026 Q1	$2.81M	Buy	60,694 +527	+0.9%	+$27.4K	0.38%	55
2025 Q4	$3.28M	Sell	60,167 -786	-1%	-$44.7K	0.45%	49
2025 Q3	$3.69M	Buy	60,953 +1,660	+3%	+$96.4K	0.53%	44
2025 Q2	$3.32M	Buy	59,293 +1,549	+3%	+$90.6K	0.52%	45
2025 Q1	$3.76M	Buy	57,744 +12,326	+27%	+$741K	0.66%	39
2024 Q4	$2.55M	Buy	45,418 +919	+2%	+$55.3K	0.45%	43
2024 Q3	$2.76M	Buy	44,499 +879	+2%	+$49.3K	0.51%	42
2024 Q2	$2.16M	Buy	43,620 +4,791	+12%	+$241K	0.43%	43
2024 Q1	$2.06M	Buy	38,829 +431	+1%	+$21.7K	0.43%	41
2023 Q4	$1.96M	Buy	38,398 +35	+0.1%	+$1.52K	0.45%	41
2023 Q3	$1.58M	Buy	38,363 +1,310	+4%	+$52.5K	0.41%	44
2023 Q2	$1.33M	Buy	37,053 +2,824	+8%	+$98.5K	0.34%	49
2023 Q1	$1.2M	Buy	34,229 +265	+0.8%	+$10.4K	0.33%	52
2022 Q4	$1.28M	Buy	33,964 +1,520	+5%	+$57K	0.39%	41
2022 Q3	$1.13M	Buy	32,444 +16,114	+99%	+$602K	0.37%	45
2022 Q2	$580K	Sell	16,330 -241	-1%	-$9.42K	0.19%	62
2022 Q1	$778K	Sell	16,571 -161	-1%	-$7.7K	0.24%	56
2021 Q4	$839K	Sell	16,732 -40	-0.2%	-$1.91K	0.25%	53
2021 Q3	$731K	Buy	16,772 +85	+0.5%	+$3.77K	0.26%	52
2021 Q2	$697K	Sell	16,687 -208	-1%	-$9.08K	0.26%	49
2021 Q1	$661K	Buy	+16,895	New	+$642K	0.29%	50

Other funds holding FNF

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Capital Advisors Wealth Management's FNF Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its Fidelity National Financial (FNF) stake by 1.9% in Q2 2026, selling an estimated $54.9K and leaving 59,560 shares worth $2.81M. The position accounts for 0.33% of the portfolio, ranked #59.

Capital Advisors Wealth Management first reported a position in FNF in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.76M in Q1 2025. 710 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

Capital Advisors Wealth Management held 59,560 shares of Fidelity National Financial worth $2.81M as of Q2 2026.
Capital Advisors Wealth Management sold 1,134 Fidelity National Financial shares in Q2 2026, an estimated $54.9K.
Fidelity National Financial made up 0.33% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #59 holding.
Capital Advisors Wealth Management first reported a position in Fidelity National Financial in Q1 2021 and has held it in 22 quarters since.
Capital Advisors Wealth Management's Fidelity National Financial position peaked at $3.76M in Q1 2025.
710 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.