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Clearstead Advisors’s Fidelity National Financial FNF Stock Holding History

Clearstead Advisors’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 		$49.5K Buy
1,049
+805
+330% +$39K ﹤0.01% 1501
2026
Q1 		$11.3K Sell
244
-976
-80% -$50.7K ﹤0.01% 1562
2025
Q4 		$66.6K Sell
1,220
-934
-43% -$53.2K ﹤0.01% 1275
2025
Q3 		$130K Buy
2,154
+1,185
+122% +$68.8K ﹤0.01% 984
2025
Q2 		$54.3K Sell
969
-57
-6% -$3.33K ﹤0.01% 1265
2025
Q1 		$66.8K Sell
1,026
-7,201
-88% -$433K ﹤0.01% 1097
2024
Q4 		$462K Buy
8,227
+8,071
+5,174% +$486K 0.01% 597
2024
Q3 		$9.68K Hold
156
– – ﹤0.01% 1589
2024
Q2 		$7.71K Hold
156
– – ﹤0.01% 1598
2024
Q1 		$8.02K Hold
156
– – ﹤0.01% 1093
2023
Q4 		$7.96K Buy
156
+71
+84% +$3.09K ﹤0.01% 1100
2023
Q3 		$3.51K Buy
+85
New +$3.4K ﹤0.01% 1126
2022
Q1 		– Sell
-1,144
Closed -$57K – 1405
2021
Q4 		$57K Buy
+1,144
New +$54.7K ﹤0.01% 635

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 $60.8B AUM 26.63% 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

Clearstead Advisors's FNF Position: Q2 2026 in Review

Clearstead Advisors increased its Fidelity National Financial (FNF) stake by 330% in Q2 2026, buying an estimated $39K and bringing the position to 1,049 shares worth $49.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

Clearstead Advisors first reported a position in FNF in Q4 2021 and has held it in 13 quarters since. The position peaked at $462K in Q4 2024. 712 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

  • Clearstead Advisors held 1,049 shares of Fidelity National Financial worth $49.5K as of Q2 2026.
  • Clearstead Advisors bought 805 Fidelity National Financial shares in Q2 2026, an estimated $39K.
  • Fidelity National Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1501 holding.
  • Clearstead Advisors first reported a position in Fidelity National Financial in Q4 2021 and has held it in 13 quarters since.
  • Clearstead Advisors's Fidelity National Financial position peaked at $462K in Q4 2024.
  • 712 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.