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Concurrent Investment Advisors’s Fidelity National Financial FNF Stock Holding History

Concurrent Investment 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 		$359K Sell
7,612
-464
-6% -$22.5K ﹤0.01% 1587
2026
Q1 		$375K Buy
8,076
+949
+13% +$49.3K ﹤0.01% 1367
2025
Q4 		$389K Buy
+7,127
New +$406K ﹤0.01% 1258
2024
Q3 		– Sell
-4,251
Closed -$210K – 1116
2024
Q2 		$210K Buy
+4,251
New +$214K 0.01% 862

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

Concurrent Investment Advisors's FNF Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Fidelity National Financial (FNF) stake by 5.7% in Q2 2026, selling an estimated $22.5K and leaving 7,612 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

Concurrent Investment Advisors first reported a position in FNF in Q2 2024 and has held it in 4 quarters since. The position peaked at $389K in Q4 2025. 712 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

  • Concurrent Investment Advisors held 7,612 shares of Fidelity National Financial worth $359K as of Q2 2026.
  • Concurrent Investment Advisors sold 464 Fidelity National Financial shares in Q2 2026, an estimated $22.5K.
  • Fidelity National Financial made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1587 holding.
  • Concurrent Investment Advisors first reported a position in Fidelity National Financial in Q2 2024 and has held it in 4 quarters since.
  • Concurrent Investment Advisors's Fidelity National Financial position peaked at $389K in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.