Heartwood Wealth Advisors’s Fidelity National Financial FNF Stock Holding History

Heartwood Wealth Advisors’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	$226K	Hold	4,802	–	–	0.02%	221
2026 Q1	$223K	Hold	4,802	–	–	0.02%	214
2025 Q4	$262K	Hold	4,802	–	–	0.02%	172
2025 Q3	$290K	Hold	4,802	–	–	0.03%	164
2025 Q2	$269K	Hold	4,802	–	–	0.03%	157
2025 Q1	$313K	Hold	4,802	–	–	0.04%	134
2024 Q4	$270K	Hold	4,802	–	–	0.03%	141
2024 Q3	$298K	Hold	4,802	–	–	0.03%	134
2024 Q2	$237K	Hold	4,802	–	–	0.03%	154
2024 Q1	$255K	Hold	4,802	–	–	0.03%	130
2023 Q4	$245K	Buy	+4,802	New	+$209K	0.03%	119

Other funds holding FNF

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heartwood Wealth Advisors's FNF Position: Q2 2026 in Review

Heartwood Wealth Advisors held its Fidelity National Financial (FNF) position steady in Q2 2026 at 4,802 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #221.

Heartwood Wealth Advisors first reported a position in FNF in Q4 2023 and has held it in 11 quarters since. The position peaked at $313K in Q1 2025. 710 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

Heartwood Wealth Advisors held 4,802 shares of Fidelity National Financial worth $226K as of Q2 2026.
Heartwood Wealth Advisors left its Fidelity National Financial share count unchanged in Q2 2026.
Fidelity National Financial made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #221 holding.
Heartwood Wealth Advisors first reported a position in Fidelity National Financial in Q4 2023 and has held it in 11 quarters since.
Heartwood Wealth Advisors's Fidelity National Financial position peaked at $313K in Q1 2025.
710 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.