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 Q3	–	Sell	-4,802	Closed	-$226K	–	225
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

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

EIA

Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return

Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Heartwood Wealth Advisors's FNF Position: Q3 2026 in Review

Heartwood Wealth Advisors sold out of Fidelity National Financial (FNF) in Q3 2026, closing a stake of 4,802 shares — an estimated $226K sold.

Heartwood Wealth Advisors first reported a position in FNF in Q4 2023 and held it in 11 quarters. The position peaked at $313K in Q1 2025. 42 funds tracked by Wall St. Rank hold FNF as of Q3 2026.

Heartwood Wealth Advisors reported no remaining Fidelity National Financial position as of Q3 2026 after selling out during the quarter.
Heartwood Wealth Advisors sold 4,802 Fidelity National Financial shares in Q3 2026, an estimated $226K.
Heartwood Wealth Advisors first reported a position in Fidelity National Financial in Q4 2023 and held it in 11 quarters.
Heartwood Wealth Advisors's Fidelity National Financial position peaked at $313K in Q1 2025.
42 funds tracked by Wall St. Rank held Fidelity National Financial as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.