Golden State Wealth Management’s Fidelity National Financial FNF Stock Holding History

Golden State Wealth 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 Q2	–	Sell	-27	Closed	-$1.76K	–	1601
2025 Q1	$1.76K	Sell	27 -907	-97%	-$54.5K	﹤0.01%	1340
2024 Q4	$52.4K	Buy	+934	New	+$56.2K	0.01%	566
2020 Q4	–	Sell	-2,740	Closed	-$82K	–	295
2020 Q3	$82K	Buy	+2,740	New	+$85.8K	0.03%	283
2020 Q2	–	Sell	-2,590	Closed	-$62K	–	438
2020 Q1	$62K	Buy	+2,590	New	+$102K	0.03%	322
2019 Q4	–	Sell	-2,590	Closed	-$111K	–	361
2019 Q3	$111K	Hold	2,590	–	–	0.04%	298
2019 Q2	$100K	Hold	2,590	–	–	0.03%	330
2019 Q1	$91K	Buy	+2,590	New	+$86.8K	0.03%	335

Other funds holding FNF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Golden State Wealth Management's FNF Position: Q2 2025 in Review

Golden State Wealth Management sold out of Fidelity National Financial (FNF) in Q2 2025, closing a stake of 27 shares — an estimated $1.76K sold.

Golden State Wealth Management first reported a position in FNF in Q1 2019 and held it in 7 quarters. The position peaked at $111K in Q3 2019. 726 funds tracked by Wall St. Rank hold FNF as of Q2 2025.

Golden State Wealth Management reported no remaining Fidelity National Financial position as of Q2 2025 after selling out during the quarter.
Golden State Wealth Management sold 27 Fidelity National Financial shares in Q2 2025, an estimated $1.76K.
Golden State Wealth Management first reported a position in Fidelity National Financial in Q1 2019 and held it in 7 quarters.
Golden State Wealth Management's Fidelity National Financial position peaked at $111K in Q3 2019.
726 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.