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EP Wealth Advisors’s Fidelity National Financial FNF Stock Holding History

EP Wealth 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 		– Sell
-35,539
Closed -$1.65M – 1780
2026
Q1 		$1.65M Sell
35,539
-2,180
-6% -$113K 0.01% 515
2025
Q4 		$2.06M Buy
+37,719
New +$2.15M 0.01% 438
2025
Q2 		$2.03M Sell
36,124
-1,164
-3% -$68.1K 0.01% 414
2025
Q1 		$2.43M Buy
37,288
+1,298
+4% +$78K 0.02% 332
2024
Q4 		$2.02M Buy
35,990
+952
+3% +$57.3K 0.02% 358
2024
Q3 		$2.17M Buy
+35,038
New +$1.97M 0.02% 347
2024
Q2 		– Sell
-5,450
Closed -$289K – 867
2024
Q1 		$289K Buy
5,450
+1,133
+26% +$57.1K ﹤0.01% 637
2023
Q4 		$220K Buy
+4,317
New +$188K ﹤0.01% 692

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 $59.9B AUM 27.01% 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

EP Wealth Advisors's FNF Position: Q2 2026 in Review

EP Wealth Advisors sold out of Fidelity National Financial (FNF) in Q2 2026, closing a stake of 35,539 shares — an estimated $1.65M sold.

EP Wealth Advisors first reported a position in FNF in Q4 2023 and held it in 8 quarters. The position peaked at $2.43M in Q1 2025. 710 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

  • EP Wealth Advisors reported no remaining Fidelity National Financial position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 35,539 Fidelity National Financial shares in Q2 2026, an estimated $1.65M.
  • EP Wealth Advisors first reported a position in Fidelity National Financial in Q4 2023 and held it in 8 quarters.
  • EP Wealth Advisors's Fidelity National Financial position peaked at $2.43M in Q1 2025.
  • 710 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.