Cyndeo Wealth Partners’s Fidelity National Financial FNF Stock Holding History

Cyndeo Wealth Partners’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
2025 Q4	–	Sell	-3,565	Closed	-$216K	–	489
2025 Q3	$216K	Sell	3,565 -4,194	-54%	-$244K	0.01%	451
2025 Q2	$435K	Buy	7,759 +4,054	+109%	+$237K	0.03%	323
2025 Q1	$241K	Sell	3,705 -117,813	-97%	-$7.08M	0.02%	410
2024 Q4	$6.82M	Buy	121,518 +4,624	+4%	+$278K	0.46%	69
2024 Q3	$7.25M	Buy	116,894 +8,618	+8%	+$484K	0.51%	59
2024 Q2	$5.35M	Buy	108,276 +6,417	+6%	+$323K	0.42%	71
2024 Q1	$5.41M	Buy	101,859 +3,909	+4%	+$197K	0.45%	70
2023 Q4	$5M	Buy	+97,950	New	+$4.26M	0.46%	65

Other funds holding FNF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

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

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Cyndeo Wealth Partners's FNF Position: Q4 2025 in Review

Cyndeo Wealth Partners sold out of Fidelity National Financial (FNF) in Q4 2025, closing a stake of 3,565 shares — an estimated $216K sold.

Cyndeo Wealth Partners first reported a position in FNF in Q4 2023 and held it in 8 quarters. The position peaked at $7.25M in Q3 2024. 777 funds tracked by Wall St. Rank hold FNF as of Q4 2025.

Cyndeo Wealth Partners reported no remaining Fidelity National Financial position as of Q4 2025 after selling out during the quarter.
Cyndeo Wealth Partners sold 3,565 Fidelity National Financial shares in Q4 2025, an estimated $216K.
Cyndeo Wealth Partners first reported a position in Fidelity National Financial in Q4 2023 and held it in 8 quarters.
Cyndeo Wealth Partners's Fidelity National Financial position peaked at $7.25M in Q3 2024.
777 funds tracked by Wall St. Rank held Fidelity National Financial as of Q4 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.