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HB Wealth Management’s Fidelity National Financial FNF Stock Holding History

HB 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
2026
Q2 		$1.17M Buy
24,799
+5,191
+26% +$251K 0.01% 677
2026
Q1 		$909K Sell
19,608
-8,341
-30% -$433K 0.01% 701
2025
Q4 		$1.53M Buy
27,949
+1,201
+4% +$68.4K 0.01% 487
2025
Q3 		$1.62M Buy
26,748
+7,260
+37% +$422K 0.01% 471
2025
Q2 		$1.09M Sell
19,488
-3,455
-15% -$202K 0.01% 511
2025
Q1 		$1.49M Buy
22,943
+4,152
+22% +$249K 0.01% 445
2024
Q4 		$1.05M Buy
18,791
+5,071
+37% +$305K 0.01% 403
2024
Q3 		$851K Buy
13,720
+4
+0% +$224 0.01% 437
2024
Q2 		$678K Buy
13,716
+750
+6% +$37.8K 0.01% 458
2024
Q1 		$689K Sell
12,966
-907
-7% -$45.7K 0.01% 415
2023
Q4 		$708K Sell
13,873
-799
-5% -$34.8K 0.01% 380
2023
Q3 		$606K Sell
14,672
-13
-0.1% -$521 0.01% 392
2023
Q2 		$529K Sell
14,685
-241
-2% -$8.41K 0.01% 403
2023
Q1 		$521K Buy
14,926
+774
+5% +$30.5K 0.01% 406
2022
Q4 		$532K Buy
14,152
+1,850
+15% +$69.4K 0.01% 380
2022
Q3 		$428K Buy
12,302
+626
+5% +$23.4K 0.01% 365
2022
Q2 		$415K Buy
+11,676
New +$456K 0.01% 376

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

HB Wealth Management's FNF Position: Q2 2026 in Review

HB Wealth Management increased its Fidelity National Financial (FNF) stake by 26% in Q2 2026, buying an estimated $251K and bringing the position to 24,799 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #677.

HB Wealth Management first reported a position in FNF in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.62M in Q3 2025. 710 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

  • HB Wealth Management held 24,799 shares of Fidelity National Financial worth $1.17M as of Q2 2026.
  • HB Wealth Management bought 5,191 Fidelity National Financial shares in Q2 2026, an estimated $251K.
  • Fidelity National Financial made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #677 holding.
  • HB Wealth Management first reported a position in Fidelity National Financial in Q2 2022 and has held it in 17 quarters since.
  • HB Wealth Management's Fidelity National Financial position peaked at $1.62M in Q3 2025.
  • 710 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.