EWA
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EverSource Wealth Advisors’s Fidelity National Financial FNF Stock Holding History

EverSource 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 		$176K Sell
3,737
-1,138
-23% -$55.1K 0.01% 1062
2026
Q1 		$226K Sell
4,875
-2,018
-29% -$105K 0.01% 985
2025
Q4 		$376K Buy
6,893
+1,808
+36% +$103K 0.01% 646
2025
Q3 		$308K Buy
5,085
+1,518
+43% +$88.2K 0.01% 718
2025
Q2 		$200K Buy
3,567
+2,044
+134% +$120K 0.01% 860
2025
Q1 		$99.1K Buy
1,523
+204
+15% +$12.3K 0.01% 919
2024
Q4 		$74K Sell
1,319
-173
-12% -$10.4K ﹤0.01% 1020
2024
Q3 		$92.6K Sell
1,492
-274
-16% -$15.4K 0.01% 816
2024
Q2 		$97.9K Buy
1,766
+213
+14% +$10.7K 0.01% 807
2024
Q1 		$76.9K Buy
1,553
+41
+3% +$2.07K 0.01% 811
2023
Q4 		$77.1K Buy
1,512
+20
+1% +$871 0.01% 735
2023
Q3 		$61.6K Hold
1,492
– – 0.01% 739
2023
Q2 		$53.7K Sell
1,492
-12
-0.8% -$419 0.01% 808
2023
Q1 		$52.5K Buy
1,504
+732
+95% +$28.8K 0.01% 781
2022
Q4 		$29K Sell
772
-2,285
-75% -$85.7K ﹤0.01% 955
2022
Q3 		$106K Buy
3,057
+2,242
+275% +$83.7K 0.02% 413
2022
Q2 		$29K Sell
815
-3
-0.4% -$117 0.01% 735
2022
Q1 		$38K Hold
818
– – 0.01% 512
2021
Q4 		$41K Buy
+818
New +$39.1K 0.01% 461

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

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

EverSource Wealth Advisors reduced its Fidelity National Financial (FNF) stake by 23% in Q2 2026, selling an estimated $55.1K and leaving 3,737 shares worth $176K. The position accounts for 0.01% of the portfolio, ranked #1062.

EverSource Wealth Advisors first reported a position in FNF in Q4 2021 and has held it in 19 quarters since. The position peaked at $376K in Q4 2025. 710 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

  • EverSource Wealth Advisors held 3,737 shares of Fidelity National Financial worth $176K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,138 Fidelity National Financial shares in Q2 2026, an estimated $55.1K.
  • Fidelity National Financial made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1062 holding.
  • EverSource Wealth Advisors first reported a position in Fidelity National Financial in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Fidelity National Financial position peaked at $376K in Q4 2025.
  • 710 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.