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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Concord Wealth Partners's FNF Position: Q2 2025 in Review

Concord Wealth Partners sold out of Fidelity National Financial (FNF) in Q2 2025, closing a stake of 102 shares — an estimated $6.66K sold.

Concord Wealth Partners first reported a position in FNF in Q1 2021 and held it in 16 quarters. The position peaked at $432K in Q3 2024. 726 funds tracked by Wall St. Rank hold FNF as of Q2 2025.

  • Concord Wealth Partners reported no remaining Fidelity National Financial position as of Q2 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 102 Fidelity National Financial shares in Q2 2025, an estimated $6.66K.
  • Concord Wealth Partners first reported a position in Fidelity National Financial in Q1 2021 and held it in 16 quarters.
  • Concord Wealth Partners's Fidelity National Financial position peaked at $432K in Q3 2024.
  • 726 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2025.

Based on Concord Wealth Partners's 13F filing for Q2 2025, filed 25 Jul 2025.