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CreativeOne Wealth’s Fidelity National Financial FNF Stock Holding History

CreativeOne Wealth’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 		$263K Sell
5,573
-1,024
-16% -$49.6K 0.01% 1055
2026
Q1 		$306K Sell
6,597
-2,730
-29% -$142K 0.01% 972
2025
Q4 		$509K Sell
9,327
-745
-7% -$42.4K 0.01% 783
2025
Q3 		$609K Sell
10,072
-988
-9% -$57.4K 0.01% 710
2025
Q2 		$620K Buy
11,060
+457
+4% +$26.7K 0.02% 671
2025
Q1 		$690K Buy
10,603
+61
+0.6% +$3.67K 0.02% 596
2024
Q4 		$592K Buy
10,542
+106
+1% +$6.38K 0.02% 643
2024
Q3 		$648K Buy
10,436
+3,668
+54% +$206K 0.02% 550
2024
Q2 		$334K Sell
6,768
-3,361
-33% -$169K 0.02% 590
2024
Q1 		$538K Buy
10,129
+3,557
+54% +$179K 0.02% 549
2023
Q4 		$335K Sell
6,572
-935
-12% -$40.7K 0.02% 468
2023
Q3 		$310K Sell
7,507
-7,813
-51% -$313K 0.02% 435
2023
Q2 		$552K Sell
15,320
-3,084
-17% -$108K 0.03% 469
2023
Q1 		$643K Buy
18,404
+4,447
+32% +$175K 0.03% 403
2022
Q4 		$525K Buy
13,957
+3,436
+33% +$129K 0.03% 415
2022
Q3 		$366K Buy
10,521
+3,120
+42% +$117K 0.02% 482
2022
Q2 		$263K Sell
7,401
-4,964
-40% -$194K 0.01% 601
2022
Q1 		$581K Buy
12,365
+93
+0.8% +$4.45K 0.03% 386
2021
Q4 		$616K Buy
12,272
+3,639
+42% +$174K 0.03% 399
2021
Q3 		$376K Buy
8,633
+1,720
+25% +$76.3K 0.02% 480
2021
Q2 		$289K Buy
+6,913
New +$302K 0.02% 545

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

CreativeOne Wealth's FNF Position: Q2 2026 in Review

CreativeOne Wealth reduced its Fidelity National Financial (FNF) stake by 16% in Q2 2026, selling an estimated $49.6K and leaving 5,573 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #1055.

CreativeOne Wealth first reported a position in FNF in Q2 2021 and has held it in 21 quarters since. The position peaked at $690K in Q1 2025. 712 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

  • CreativeOne Wealth held 5,573 shares of Fidelity National Financial worth $263K as of Q2 2026.
  • CreativeOne Wealth sold 1,024 Fidelity National Financial shares in Q2 2026, an estimated $49.6K.
  • Fidelity National Financial made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1055 holding.
  • CreativeOne Wealth first reported a position in Fidelity National Financial in Q2 2021 and has held it in 21 quarters since.
  • CreativeOne Wealth's Fidelity National Financial position peaked at $690K in Q1 2025.
  • 712 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.