Crestwood Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-29,362
| Closed | -$1.78M | – | 700 |
|
|
2025
Q3 | $1.78M | Buy |
29,362
+123
| +0.4% | +$7.15K | 0.03% | 223 |
|
|
2025
Q2 | $1.64M | Sell |
29,239
-6
| -0% | -$351 | 0.03% | 227 |
|
|
2025
Q1 | $1.9M | Buy |
29,245
+11,517
| +65% | +$692K | 0.04% | 204 |
|
|
2024
Q4 | $995K | Buy |
+17,728
| New | +$1.07M | 0.02% | 244 |
|
|
2022
Q2 | – | Sell |
-4,307
| Closed | -$202K | – | 280 |
|
|
2022
Q1 | $202K | Hold |
4,307
| – | – | 0.01% | 274 |
|
|
2021
Q4 | $216K | Sell |
4,307
-1,232
| -22% | -$58.9K | 0.01% | 277 |
|
|
2021
Q3 | $241K | Hold |
5,539
| – | – | 0.01% | 244 |
|
|
2021
Q2 | $231K | Sell |
5,539
-76
| -1% | -$3.32K | 0.01% | 250 |
|
|
2021
Q1 | $220K | Sell |
5,615
-1,378
| -20% | -$52.3K | 0.01% | 246 |
|
|
2020
Q4 | $263K | Sell |
6,993
-7
| -0.1% | -$236 | 0.01% | 233 |
|
|
2020
Q3 | $211K | Sell |
7,000
-274
| -4% | -$8.58K | 0.01% | 225 |
|
|
2020
Q2 | $214K | Buy |
+7,274
| New | +$200K | 0.01% | 218 |
|
|
2020
Q1 | – | Sell |
-536,786
| Closed | -$23.4M | – | 238 |
|
|
2019
Q4 | $23.4M | Sell |
536,786
-1,443
| -0.3% | -$64K | 0.93% | 43 |
|
|
2019
Q3 | $23M | Buy |
538,229
+10,668
| +2% | +$444K | 1.01% | 42 |
|
|
2019
Q2 | $20.4M | Buy |
527,561
+14,853
| +3% | +$560K | 0.93% | 43 |
|
|
2019
Q1 | $18M | Buy |
512,708
+12,418
| +2% | +$416K | 1.29% | 36 |
|
|
2018
Q4 | $15.1M | Buy |
500,290
+3,377
| +0.7% | +$109K | 1.2% | 39 |
|
|
2018
Q3 | $18.8M | Buy |
496,913
+1,542
| +0.3% | +$58.8K | 1.32% | 33 |
|
|
2018
Q2 | $19M | Sell |
495,371
-6,187
| -1% | -$225K | 1.38% | 30 |
|
|
2018
Q1 | $19.3M | Sell |
501,558
-12,322
| -2% | -$469K | 1.51% | 25 |
|
|
2017
Q4 | $19.4M | Sell |
513,880
-181,705
| -26% | -$6.63M | 1.54% | 23 |
|
|
2017
Q3 | $22.9M | Buy |
695,585
+2,914
| +0.4% | +$95.3K | 1.97% | 16 |
|
|
2017
Q2 | $23.3M | Buy |
692,671
+4,700
| +0.7% | +$135K | 1.98% | 13 |
|
|
2017
Q1 | $19.3M | Buy |
+687,971
| New | +$17.5M | 1.7% | 23 |
|
|
2014
Q2 | – | Sell |
-516,145
| Closed | -$9.27M | – | 122 |
|
|
2014
Q1 | $9.27M | Buy |
516,145
+21,714
| +4% | +$392K | 1.51% | 29 |
|
|
2013
Q4 | $9.16M | Buy |
494,431
+6,147
| +1% | +$99.5K | 1.46% | 29 |
|
|
2013
Q3 | $7.42M | Buy |
488,284
+37,988
| +8% | +$535K | 1.3% | 33 |
|
|
2013
Q2 | $6.12M | Buy |
+450,296
| New | +$6.54M | 1.13% | 38 |
|
Other funds holding FNF
WPL
CB
Crestwood Advisors Group's FNF Position: Q4 2025 in Review
Crestwood Advisors Group sold out of Fidelity National Financial (FNF) in Q4 2025, closing a stake of 29,362 shares — an estimated $1.78M sold.
Crestwood Advisors Group first reported a position in FNF in Q2 2013 and held it in 28 quarters. The position peaked at $23.4M in Q4 2019. 775 funds tracked by Wall St. Rank hold FNF as of Q4 2025.
- Crestwood Advisors Group reported no remaining Fidelity National Financial position as of Q4 2025 after selling out during the quarter.
- Crestwood Advisors Group sold 29,362 Fidelity National Financial shares in Q4 2025, an estimated $1.78M.
- Crestwood Advisors Group first reported a position in Fidelity National Financial in Q2 2013 and held it in 28 quarters.
- Crestwood Advisors Group's Fidelity National Financial position peaked at $23.4M in Q4 2019.
- 775 funds tracked by Wall St. Rank held Fidelity National Financial as of Q4 2025.
Based on Crestwood Advisors Group's 13F filing for Q4 2025, filed 3 Feb 2026.