FFM
FNF icon

Forum Financial Management’s Fidelity National Financial FNF Stock Holding History

Forum Financial Management’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
Q1 		– Sell
-8,095
Closed -$442K – 584
2025
Q4 		$442K Buy
8,095
+4
+0% +$228 0.01% 543
2025
Q3 		$489K Buy
8,091
+2
+0% +$116 0.01% 463
2025
Q2 		$453K Buy
8,089
+690
+9% +$40.3K 0.01% 455
2025
Q1 		$482K Hold
7,399
– – 0.01% 390
2024
Q4 		$415K Buy
7,399
+375
+5% +$22.6K 0.01% 461
2024
Q3 		$436K Buy
7,024
+314
+5% +$17.6K 0.01% 378
2024
Q2 		$332K Buy
6,710
+10
+0.1% +$503 0.01% 440
2024
Q1 		$356K Hold
6,700
– – 0.01% 440
2023
Q4 		$342K Buy
6,700
+31
+0.5% +$1.35K 0.01% 404
2023
Q3 		$275K Hold
6,669
– – 0.01% 448
2023
Q2 		$240K Sell
6,669
-2
-0% -$70 0.01% 528
2023
Q1 		$233K Buy
6,671
+2
+0% +$79 0.01% 490
2022
Q4 		$251K Sell
6,669
-1,157
-15% -$43.4K 0.01% 452
2022
Q3 		$272K Hold
7,826
– – 0.01% 374
2022
Q2 		$278K Buy
7,826
+891
+13% +$34.8K 0.01% 380
2022
Q1 		$325K Hold
6,935
– – 0.02% 356
2021
Q4 		$348K Buy
+6,935
New +$332K 0.02% 346

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 $60.8B AUM 26.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forum Financial Management's FNF Position: Q1 2026 in Review

Forum Financial Management sold out of Fidelity National Financial (FNF) in Q1 2026, closing a stake of 8,095 shares — an estimated $442K sold.

Forum Financial Management first reported a position in FNF in Q4 2021 and held it in 17 quarters. The position peaked at $489K in Q3 2025. 728 funds tracked by Wall St. Rank hold FNF as of Q1 2026.

  • Forum Financial Management reported no remaining Fidelity National Financial position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 8,095 Fidelity National Financial shares in Q1 2026, an estimated $442K.
  • Forum Financial Management first reported a position in Fidelity National Financial in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Fidelity National Financial position peaked at $489K in Q3 2025.
  • 728 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.