Carson Wealth (CWM LLC)’s Fidelity National Financial FNF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.58M | Sell |
77,218
-43,036
| -36% | -$2.23M | 0.01% | 947 |
|
|
2025
Q4 | $6.57M | Sell |
120,254
-251
| -0.2% | -$14.3K | 0.02% | 677 |
|
|
2025
Q3 | $7.29M | Buy |
120,505
+95,895
| +390% | +$5.57M | 0.02% | 579 |
|
|
2025
Q2 | $1.38M | Sell |
24,610
-3,747
| -13% | -$219K | ﹤0.01% | 1106 |
|
|
2025
Q1 | $1.84M | Buy |
28,357
+9,285
| +49% | +$558K | 0.01% | 853 |
|
|
2024
Q4 | $1.07M | Buy |
19,072
+7,343
| +63% | +$442K | ﹤0.01% | 1043 |
|
|
2024
Q3 | $728K | Buy |
11,729
+5,913
| +102% | +$332K | ﹤0.01% | 1176 |
|
|
2024
Q2 | $287K | Buy |
5,816
+3,203
| +123% | +$161K | ﹤0.01% | 1416 |
|
|
2024
Q1 | $139K | Buy |
2,613
+73
| +3% | +$3.68K | ﹤0.01% | 1693 |
|
|
2023
Q4 | $130K | Sell |
2,540
-152
| -6% | -$6.62K | ﹤0.01% | 1612 |
|
|
2023
Q3 | $111K | Buy |
2,692
+1,455
| +118% | +$58.3K | ﹤0.01% | 1574 |
|
|
2023
Q2 | $45K | Sell |
1,237
-283
| -19% | -$9.87K | ﹤0.01% | 2071 |
|
|
2023
Q1 | $53K | Buy |
1,520
+173
| +13% | +$6.81K | ﹤0.01% | 1835 |
|
|
2022
Q4 | $51K | Sell |
1,347
-424
| -24% | -$15.9K | ﹤0.01% | 1717 |
|
|
2022
Q3 | $62K | Buy |
1,771
+176
| +11% | +$6.57K | ﹤0.01% | 1563 |
|
|
2022
Q2 | $57K | Buy |
1,595
+732
| +85% | +$28.6K | ﹤0.01% | 1566 |
|
|
2022
Q1 | $41K | Sell |
863
-1,739
| -67% | -$83.1K | ﹤0.01% | 1691 |
|
|
2021
Q4 | $131K | Buy |
+2,602
| New | +$124K | ﹤0.01% | 1199 |
|
|
2021
Q2 | $26K | Hold |
624
| – | – | ﹤0.01% | 1673 |
|
|
2021
Q1 | $26K | Hold |
624
| – | – | ﹤0.01% | 1673 |
|
|
2020
Q4 | $26K | Hold |
624
| – | – | ﹤0.01% | 1673 |
|
|
2020
Q3 | $26K | Hold |
624
| – | – | ﹤0.01% | 1673 |
|
|
2020
Q2 | $26K | Hold |
624
| – | – | ﹤0.01% | 1673 |
|
|
2020
Q1 | $26K | Hold |
624
| – | – | ﹤0.01% | 1673 |
|
|
2019
Q4 | $26K | Hold |
624
| – | – | ﹤0.01% | 1673 |
|
|
2019
Q3 | $26K | Hold |
624
| – | – | ﹤0.01% | 1673 |
|
|
2019
Q2 | $26K | Hold |
624
| – | – | ﹤0.01% | 1673 |
|
|
2019
Q1 | $26K | Sell |
624
-1,830
| -75% | -$61.3K | ﹤0.01% | 1673 |
|
|
2018
Q4 | $74K | Sell |
2,454
-271,403
| -99% | -$8.75M | ﹤0.01% | 784 |
|
|
2018
Q3 | $10.4M | Buy |
273,857
+63,680
| +30% | +$2.43M | 0.26% | 104 |
|
|
2018
Q2 | $7.6M | Buy |
210,177
+57,796
| +38% | +$2.1M | 0.25% | 99 |
|
|
2018
Q1 | $5.86M | Buy |
152,381
+24,873
| +20% | +$946K | 0.23% | 93 |
|
|
2017
Q4 | $4.81M | Sell |
127,508
-34,013
| -21% | -$1.24M | 0.21% | 91 |
|
|
2017
Q3 | $5.32M | Sell |
161,521
-6,477
| -4% | -$212K | 0.25% | 77 |
|
|
2017
Q2 | $5.23M | Sell |
167,998
-20,984
| -11% | -$605K | 0.27% | 80 |
|
|
2017
Q1 | $5.11M | Buy |
+188,982
| New | +$4.81M | 0.29% | 81 |
|
Other funds holding FNF
WPL
VPM
VCM
Carson Wealth (CWM LLC)'s FNF Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Fidelity National Financial (FNF) stake by 36% in Q1 2026, selling an estimated $2.23M and leaving 77,218 shares worth $3.58M. The position accounts for 0.01% of the portfolio, ranked #947.
Carson Wealth (CWM LLC) first reported a position in FNF in Q1 2017 and has held it in 36 quarters since. The position peaked at $10.4M in Q3 2018. 725 funds tracked by Wall St. Rank hold FNF as of Q1 2026.
- Carson Wealth (CWM LLC) held 77,218 shares of Fidelity National Financial worth $3.58M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 43,036 Fidelity National Financial shares in Q1 2026, an estimated $2.23M.
- Fidelity National Financial made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #947 holding.
- Carson Wealth (CWM LLC) first reported a position in Fidelity National Financial in Q1 2017 and has held it in 36 quarters since.
- Carson Wealth (CWM LLC)'s Fidelity National Financial position peaked at $10.4M in Q3 2018.
- 725 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.