Confluence Wealth Services’s Fidelity National Financial FNF Stock Holding History

Confluence Wealth 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 Q2	$1.96M	Buy	41,586 +12,345	+42%	+$598K	0.06%	156
2026 Q1	$1.36M	Buy	29,241 +662	+2%	+$34.4K	0.05%	159
2025 Q4	$1.56M	Buy	28,579 +2,639	+10%	+$150K	0.06%	134
2025 Q3	$1.57M	Buy	25,940 +810	+3%	+$47.1K	0.08%	127
2025 Q2	$1.41M	Buy	25,130 +267	+1%	+$15.6K	0.08%	134
2025 Q1	$1.54M	Buy	24,863 +872	+4%	+$52.4K	0.1%	106
2024 Q4	$1.38M	Buy	23,991 +1,747	+8%	+$105K	0.09%	113
2024 Q3	$1.38M	Sell	22,244 -2,658	-11%	-$149K	0.1%	108
2024 Q2	$1.23M	Buy	24,902 +5,386	+28%	+$271K	0.1%	123
2024 Q1	$1.04M	Buy	19,516 +3,013	+18%	+$152K	0.09%	123
2023 Q4	$842K	Buy	16,503 +2,248	+16%	+$97.8K	0.09%	131
2023 Q3	$589K	Buy	14,255 +2,208	+18%	+$88.4K	0.12%	133
2023 Q2	$434K	Buy	12,047 +5,064	+73%	+$177K	0.09%	170
2023 Q1	$244K	Buy	+6,983	New	+$275K	0.06%	228
2022 Q1	–	Sell	-330	Closed	-$16K	–	562
2021 Q4	$16K	Buy	+330	New	+$15.8K	0.01%	787

Other funds holding FNF

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Confluence Wealth Services's FNF Position: Q2 2026 in Review

Confluence Wealth Services increased its Fidelity National Financial (FNF) stake by 42% in Q2 2026, buying an estimated $598K and bringing the position to 41,586 shares worth $1.96M. The position accounts for 0.06% of the portfolio, ranked #156.

Confluence Wealth Services first reported a position in FNF in Q4 2021 and has held it in 15 quarters since. 710 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

Confluence Wealth Services held 41,586 shares of Fidelity National Financial worth $1.96M as of Q2 2026.
Confluence Wealth Services bought 12,345 Fidelity National Financial shares in Q2 2026, an estimated $598K.
Fidelity National Financial made up 0.06% of Confluence Wealth Services's portfolio in Q2 2026, its #156 holding.
Confluence Wealth Services first reported a position in Fidelity National Financial in Q4 2021 and has held it in 15 quarters since.
710 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.