CAWM
FNF icon

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
Q3 		$2.29M Sell
59,321
-239
-0.4% -$11.4K 0.26% 65
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

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Capital Advisors Wealth Management's FNF Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its Fidelity National Financial (FNF) stake by 0.4% in Q3 2026, selling an estimated $11.4K and leaving 59,321 shares worth $2.29M. The position accounts for 0.26% of the portfolio, ranked #65.

Capital Advisors Wealth Management first reported a position in FNF in Q1 2021 and has held it in 23 quarters since. The position peaked at $3.76M in Q1 2025. 30 funds tracked by Wall St. Rank hold FNF as of Q3 2026.

  • Capital Advisors Wealth Management held 59,321 shares of Fidelity National Financial worth $2.29M as of Q3 2026.
  • Capital Advisors Wealth Management sold 239 Fidelity National Financial shares in Q3 2026, an estimated $11.4K.
  • Fidelity National Financial made up 0.26% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #65 holding.
  • Capital Advisors Wealth Management first reported a position in Fidelity National Financial in Q1 2021 and has held it in 23 quarters since.
  • Capital Advisors Wealth Management's Fidelity National Financial position peaked at $3.76M in Q1 2025.
  • 30 funds tracked by Wall St. Rank held Fidelity National Financial as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.