Creative Planning’s Fidelity National Financial FNF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.62M | Buy |
76,725
+15,795
| +26% | +$765K | ﹤0.01% | 1648 |
|
|
2026
Q1 | $2.83M | Sell |
60,930
-25,403
| -29% | -$1.32M | ﹤0.01% | 1629 |
|
|
2025
Q4 | $4.71M | Buy |
86,333
+29,002
| +51% | +$1.65M | ﹤0.01% | 1045 |
|
|
2025
Q3 | $3.47M | Buy |
57,331
+31,797
| +125% | +$1.85M | ﹤0.01% | 1105 |
|
|
2025
Q2 | $1.43M | Sell |
25,534
-421
| -2% | -$24.6K | ﹤0.01% | 1574 |
|
|
2025
Q1 | $1.69M | Buy |
25,955
+1,293
| +5% | +$77.7K | ﹤0.01% | 1306 |
|
|
2024
Q4 | $1.38M | Sell |
24,662
-241
| -1% | -$14.5K | ﹤0.01% | 1396 |
|
|
2024
Q3 | $1.55M | Sell |
24,903
-1,449
| -5% | -$81.3K | ﹤0.01% | 1220 |
|
|
2024
Q2 | $1.3M | Sell |
26,352
-1,653
| -6% | -$83.2K | ﹤0.01% | 1234 |
|
|
2024
Q1 | $1.49M | Buy |
28,005
+4,237
| +18% | +$213K | ﹤0.01% | 1104 |
|
|
2023
Q4 | $1.21M | Buy |
23,768
+679
| +3% | +$29.6K | ﹤0.01% | 1135 |
|
|
2023
Q3 | $953K | Buy |
23,089
+2,021
| +10% | +$80.9K | ﹤0.01% | 1184 |
|
|
2023
Q2 | $758K | Buy |
21,068
+1,551
| +8% | +$54.1K | ﹤0.01% | 1282 |
|
|
2023
Q1 | $682K | Sell |
19,517
-2,167
| -10% | -$85.3K | ﹤0.01% | 1292 |
|
|
2022
Q4 | $816K | Buy |
21,684
+413
| +2% | +$15.5K | ﹤0.01% | 1139 |
|
|
2022
Q3 | $740K | Buy |
21,271
+1,185
| +6% | +$44.3K | ﹤0.01% | 1106 |
|
|
2022
Q2 | $714K | Sell |
20,086
-1,662
| -8% | -$65K | ﹤0.01% | 1125 |
|
|
2022
Q1 | $1.02M | Buy |
21,748
+2,590
| +14% | +$124K | ﹤0.01% | 969 |
|
|
2021
Q4 | $961K | Sell |
19,158
-50
| -0.3% | -$2.39K | ﹤0.01% | 981 |
|
|
2021
Q3 | $837K | Buy |
19,208
+8,217
| +75% | +$365K | ﹤0.01% | 1034 |
|
|
2021
Q2 | $459K | Sell |
10,991
-9,082
| -45% | -$397K | ﹤0.01% | 1331 |
|
|
2021
Q1 | $785K | Buy |
20,073
+1,202
| +6% | +$45.6K | ﹤0.01% | 1176 |
|
|
2020
Q4 | $709K | Sell |
18,871
-8,678
| -32% | -$293K | ﹤0.01% | 1122 |
|
|
2020
Q3 | $829K | Buy |
27,549
+315
| +1% | +$9.87K | ﹤0.01% | 882 |
|
|
2020
Q2 | $803K | Sell |
27,234
-10,756
| -28% | -$296K | ﹤0.01% | 827 |
|
|
2020
Q1 | $909K | Buy |
37,990
+18,039
| +90% | +$708K | ﹤0.01% | 688 |
|
|
2019
Q4 | $870K | Sell |
19,951
-504
| -2% | -$22.4K | ﹤0.01% | 853 |
|
|
2019
Q3 | $873K | Buy |
20,455
+278
| +1% | +$11.6K | ﹤0.01% | 820 |
|
|
2019
Q2 | $782K | Sell |
20,177
-1,050
| -5% | -$39.6K | ﹤0.01% | 867 |
|
|
2019
Q1 | $746K | Buy |
21,227
+1,871
| +10% | +$62.7K | ﹤0.01% | 851 |
|
|
2018
Q4 | $585K | Sell |
19,356
-3,362
| -15% | -$108K | ﹤0.01% | 881 |
|
|
2018
Q3 | $860K | Buy |
22,718
+213
| +0.9% | +$8.12K | ﹤0.01% | 823 |
|
|
2018
Q2 | $814K | Buy |
22,505
+240
| +1% | +$8.74K | ﹤0.01% | 857 |
|
|
2018
Q1 | $857K | Sell |
22,265
-129
| -0.6% | -$4.91K | ﹤0.01% | 817 |
|
|
2017
Q4 | $845K | Sell |
22,394
-15,909
| -42% | -$580K | ﹤0.01% | 819 |
|
|
2017
Q3 | $1.26M | Sell |
38,303
-8,575
| -18% | -$281K | 0.01% | 614 |
|
|
2017
Q2 | $1.46M | Buy |
46,878
+9,778
| +26% | +$282K | 0.01% | 540 |
|
|
2017
Q1 | $1M | Buy |
37,100
+2,948
| +9% | +$75K | 0.01% | 671 |
|
|
2016
Q4 | $805K | Buy |
34,152
+233
| +0.7% | +$5.59K | ﹤0.01% | 705 |
|
|
2016
Q3 | $869K | Buy |
33,919
+13,703
| +68% | +$354K | 0.01% | 653 |
|
|
2016
Q2 | $526K | Buy |
20,216
+68
| +0.3% | +$1.6K | ﹤0.01% | 751 |
|
|
2016
Q1 | $474K | Sell |
20,148
-237
| -1% | -$5.31K | ﹤0.01% | 771 |
|
|
2015
Q4 | $491K | Buy |
20,385
+5,952
| +41% | +$145K | ﹤0.01% | 763 |
|
|
2015
Q3 | $355K | Sell |
14,433
-17
| -0.1% | -$445 | ﹤0.01% | 890 |
|
|
2015
Q2 | $371K | Buy |
14,450
+75
| +0.5% | +$1.94K | ﹤0.01% | 743 |
|
|
2015
Q1 | $367K | Buy |
14,375
+4
| +0% | +$101 | ﹤0.01% | 885 |
|
|
2014
Q4 | $344K | Buy |
+14,371
| New | +$305K | ﹤0.01% | 872 |
|
|
2014
Q3 | – | Sell |
-15,054
| Closed | -$282K | – | 4051 |
|
|
2014
Q2 | $282K | Sell |
15,054
-1,771
| -11% | -$33.1K | ﹤0.01% | 865 |
|
|
2014
Q1 | $302K | Buy |
16,825
+15,800
| +1,541% | +$285K | ﹤0.01% | 815 |
|
|
2013
Q4 | $19K | Buy |
1,025
+2
| +0.2% | +$32 | ﹤0.01% | 2211 |
|
|
2013
Q3 | $16K | Buy |
1,023
+4
| +0.4% | +$56 | ﹤0.01% | 2214 |
|
|
2013
Q2 | $14K | Buy |
+1,019
| New | +$14.8K | ﹤0.01% | 2115 |
|
Other funds holding FNF
WPL
Creative Planning's FNF Position: Q2 2026 in Review
Creative Planning increased its Fidelity National Financial (FNF) stake by 26% in Q2 2026, buying an estimated $765K and bringing the position to 76,725 shares worth $3.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1648.
Creative Planning first reported a position in FNF in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.71M in Q4 2025. 710 funds tracked by Wall St. Rank hold FNF as of Q2 2026.
- Creative Planning held 76,725 shares of Fidelity National Financial worth $3.62M as of Q2 2026.
- Creative Planning bought 15,795 Fidelity National Financial shares in Q2 2026, an estimated $765K.
- Fidelity National Financial made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1648 holding.
- Creative Planning first reported a position in Fidelity National Financial in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's Fidelity National Financial position peaked at $4.71M in Q4 2025.
- 710 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.