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GoalVest Advisory’s Fidelity National Financial FNF Stock Holding History

GoalVest Advisory’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
-405
Closed -$22.1K – 487
2025
Q4 		$22.1K Buy
405
+115
+40% +$6.55K ﹤0.01% 338
2025
Q3 		$17.5K Hold
290
– – ﹤0.01% 306
2025
Q2 		$16.3K Buy
+290
New +$17K ﹤0.01% 287
2024
Q2 		– Sell
-250
Closed -$13.3K – 350
2024
Q1 		$13.3K Buy
250
+150
+150% +$7.56K ﹤0.01% 297
2023
Q4 		$5.1K Buy
+100
New +$4.35K ﹤0.01% 288

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 $3.38T AUM 44.17% 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

GoalVest Advisory's FNF Position: Q1 2026 in Review

GoalVest Advisory sold out of Fidelity National Financial (FNF) in Q1 2026, closing a stake of 405 shares — an estimated $22.1K sold.

GoalVest Advisory first reported a position in FNF in Q4 2023 and held it in 5 quarters. The position peaked at $22.1K in Q4 2025. 728 funds tracked by Wall St. Rank hold FNF as of Q1 2026.

  • GoalVest Advisory reported no remaining Fidelity National Financial position as of Q1 2026 after selling out during the quarter.
  • GoalVest Advisory sold 405 Fidelity National Financial shares in Q1 2026, an estimated $22.1K.
  • GoalVest Advisory first reported a position in Fidelity National Financial in Q4 2023 and held it in 5 quarters.
  • GoalVest Advisory's Fidelity National Financial position peaked at $22.1K in Q4 2025.
  • 728 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.