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CBIZ Investment Advisory Services’s Fidelity National Financial FNF Stock Holding History

CBIZ Investment Advisory Services’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
Q1 		– Sell
-148
Closed -$8.08K – 549
2025
Q4 		$8.08K Buy
+148
New +$8.42K ﹤0.01% 420

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CBIZ Investment Advisory Services's FNF Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Fidelity National Financial (FNF) in Q1 2026, closing a stake of 148 shares — an estimated $8.08K sold.

CBIZ Investment Advisory Services first reported a position in FNF in Q4 2025 and held it in 1 quarter. The position peaked at $8.08K in Q4 2025. 728 funds tracked by Wall St. Rank hold FNF as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Fidelity National Financial position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 148 Fidelity National Financial shares in Q1 2026, an estimated $8.08K.
  • CBIZ Investment Advisory Services first reported a position in Fidelity National Financial in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Fidelity National Financial position peaked at $8.08K in Q4 2025.
  • 728 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.