EWP
FNF icon

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

Elevation 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
2026
Q3 		$1.39K Sell
36
-6
-14% -$285 ﹤0.01% 1282
2026
Q2 		$1.98K Hold
42
– – ﹤0.01% 1206
2026
Q1 		$1.95K Buy
42
+32
+320% +$1.66K ﹤0.01% 917
2025
Q4 		$546 Buy
+10
New +$569 ﹤0.01% 904

Other funds holding FNF

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Elevation Wealth Partners's FNF Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Fidelity National Financial (FNF) stake by 14% in Q3 2026, selling an estimated $285 and leaving 36 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

Elevation Wealth Partners first reported a position in FNF in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.98K in Q2 2026. 30 funds tracked by Wall St. Rank hold FNF as of Q3 2026.

  • Elevation Wealth Partners held 36 shares of Fidelity National Financial worth $1.39K as of Q3 2026.
  • Elevation Wealth Partners sold 6 Fidelity National Financial shares in Q3 2026, an estimated $285.
  • Fidelity National Financial made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1282 holding.
  • Elevation Wealth Partners first reported a position in Fidelity National Financial in Q4 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Fidelity National Financial position peaked at $1.98K in Q2 2026.
  • 30 funds tracked by Wall St. Rank held Fidelity National Financial as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.