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GeoWealth Management’s Fidelity National Financial FNF Stock Holding History

GeoWealth 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
2025
Q3 		– Sell
-840
Closed -$47.1K – 931
2025
Q2 		$47.1K Buy
+840
New +$49.1K ﹤0.01% 948
2025
Q1 		– Sell
-317
Closed -$17.8K – 1321
2024
Q4 		$17.8K Sell
317
-309
-49% -$18.6K ﹤0.01% 1398
2024
Q3 		$38.8K Sell
626
-41
-6% -$2.3K ﹤0.01% 1146
2024
Q2 		$33K Buy
667
+382
+134% +$19.2K ﹤0.01% 831
2024
Q1 		$15.1K Buy
+285
New +$14.4K ﹤0.01% 829
2023
Q2 		– Sell
-53
Closed -$2K – 447
2023
Q1 		$2K Buy
+53
New +$2.08K ﹤0.01% 368

Other funds holding FNF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

GeoWealth Management's FNF Position: Q3 2025 in Review

GeoWealth Management sold out of Fidelity National Financial (FNF) in Q3 2025, closing a stake of 840 shares — an estimated $47.1K sold.

GeoWealth Management first reported a position in FNF in Q1 2023 and held it in 6 quarters. The position peaked at $47.1K in Q2 2025. 732 funds tracked by Wall St. Rank hold FNF as of Q3 2025.

  • GeoWealth Management reported no remaining Fidelity National Financial position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 840 Fidelity National Financial shares in Q3 2025, an estimated $47.1K.
  • GeoWealth Management first reported a position in Fidelity National Financial in Q1 2023 and held it in 6 quarters.
  • GeoWealth Management's Fidelity National Financial position peaked at $47.1K in Q2 2025.
  • 732 funds tracked by Wall St. Rank held Fidelity National Financial as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.