CWS Financial Advisors’s Fidelity National Financial FNF Stock Holding History

CWS Financial 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	$366K	Sell	7,766 -282	-4%	-$13.7K	0.08%	115
2026 Q1	$373K	Buy	8,048 +361	+5%	+$18.7K	0.1%	109
2025 Q4	$420K	Buy	7,687 +1,850	+32%	+$105K	0.11%	103
2025 Q3	$353K	Buy	5,837 +1,312	+29%	+$76.2K	0.1%	110
2025 Q2	$254K	Buy	+4,525	New	+$265K	0.07%	119
2024 Q1	–	Sell	-11,817	Closed	-$603K	–	125
2023 Q4	$603K	Sell	11,817 -937	-7%	-$40.8K	0.23%	65
2023 Q3	$527K	Hold	12,754	–	–	0.21%	73
2023 Q2	$459K	Sell	12,754 -114	-0.9%	-$3.98K	0.17%	91
2023 Q1	$449K	Sell	12,868 -1,370	-10%	-$53.9K	0.18%	90
2022 Q4	$579K	Buy	14,238 +975	+7%	+$36.6K	0.25%	66
2022 Q3	$462K	Hold	13,263	–	–	0.22%	78
2022 Q2	$471K	Sell	13,263 -1,514	-10%	-$59.2K	0.22%	83
2022 Q1	$694K	Sell	14,777 -31	-0.2%	-$1.48K	0.26%	68
2021 Q4	$743K	Buy	+14,808	New	+$708K	0.26%	65
2021 Q2	$619K	Hold	14,808	–	–	0.25%	68
2021 Q1	$579K	Hold	14,808	–	–	0.25%	66
2020 Q4	$557K	Sell	14,808 -3,147	-18%	-$106K	0.32%	64
2020 Q3	$541K	Buy	17,955 +616	+4%	+$19.3K	0.36%	58
2020 Q2	$511K	Buy	17,339 +4,314	+33%	+$119K	0.37%	60
2020 Q1	$568K	Hold	13,025	–	–	0.42%	44
2019 Q4	$568K	Buy	+13,025	New	+$578K	0.41%	44

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 $60.8B AUM 26.63% 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

CWS Financial Advisors's FNF Position: Q2 2026 in Review

CWS Financial Advisors reduced its Fidelity National Financial (FNF) stake by 3.5% in Q2 2026, selling an estimated $13.7K and leaving 7,766 shares worth $366K. The position accounts for 0.08% of the portfolio, ranked #115.

CWS Financial Advisors first reported a position in FNF in Q4 2019 and has held it in 21 quarters since. The position peaked at $743K in Q4 2021. 712 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

CWS Financial Advisors held 7,766 shares of Fidelity National Financial worth $366K as of Q2 2026.
CWS Financial Advisors sold 282 Fidelity National Financial shares in Q2 2026, an estimated $13.7K.
Fidelity National Financial made up 0.08% of CWS Financial Advisors's portfolio in Q2 2026, its #115 holding.
CWS Financial Advisors first reported a position in Fidelity National Financial in Q4 2019 and has held it in 21 quarters since.
CWS Financial Advisors's Fidelity National Financial position peaked at $743K in Q4 2021.
712 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.