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Concord Wealth Partners’s Fidelity National Financial FNF Stock Holding History

Concord Wealth Partners’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 		$47 Buy
+1
New +$48 ﹤0.01% 874
2025
Q2 		– Sell
-102
Closed -$6.66K – 880
2025
Q1 		$6.66K Sell
102
-5,781
-98% -$347K ﹤0.01% 549
2024
Q4 		$330K Sell
5,883
-1,077
-15% -$64.9K 0.05% 166
2024
Q3 		$432K Buy
6,960
+135
+2% +$7.58K 0.07% 148
2024
Q2 		$337K Buy
6,825
+157
+2% +$7.9K 0.06% 157
2024
Q1 		$354K Buy
6,668
+945
+17% +$47.6K 0.06% 164
2023
Q4 		$292K Sell
5,723
-760
-12% -$33.1K 0.06% 164
2023
Q3 		$268K Buy
6,483
+6,287
+3,208% +$252K 0.06% 167
2023
Q2 		$7.05K Buy
196
+195
+19,500% +$6.8K ﹤0.01% 653
2023
Q1 		$31 Sell
1
-1,504
-100% -$59.2K ﹤0.01% 978
2022
Q4 		$56.6K Buy
+1,505
New +$56.5K 0.02% 355
2022
Q3 		– Sell
-829
Closed -$29K – 509
2022
Q2 		$29K Buy
829
+165
+25% +$6.45K 0.01% 458
2022
Q1 		$31K Buy
664
+158
+31% +$7.55K 0.01% 530
2021
Q4 		$25K Buy
506
+440
+667% +$21K 0.01% 594
2021
Q3 		$3K Sell
66
-468
-88% -$20.8K ﹤0.01% 680
2021
Q2 		$22K Buy
534
+35
+7% +$1.53K 0.01% 483
2021
Q1 		$20K Buy
+499
New +$18.9K 0.01% 475

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 $3.38T AUM 44.17% 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

Concord Wealth Partners's FNF Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Fidelity National Financial (FNF) in Q2 2026: 1 share worth $47. The stake represents ﹤0.01% of the portfolio and ranks #874 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in FNF as recently as Q1 2025.

Concord Wealth Partners first reported a position in FNF in Q1 2021 and has held it in 17 quarters since. The position peaked at $432K in Q3 2024. 714 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

  • Concord Wealth Partners held 1 share of Fidelity National Financial worth $47 as of Q2 2026.
  • Fidelity National Financial was a new Concord Wealth Partners position in Q2 2026.
  • Fidelity National Financial made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #874 holding.
  • Concord Wealth Partners first reported a position in Fidelity National Financial in Q1 2021 and has held it in 17 quarters since.
  • Concord Wealth Partners's Fidelity National Financial position peaked at $432K in Q3 2024.
  • 714 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.