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

HHM 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
2025
Q1 		– Sell
-3
Closed -$169 – 972
2024
Q4 		$169 Buy
+3
New +$181 ﹤0.01% 977
2023
Q4 		– Sell
-5
Closed -$207 – 769
2023
Q3 		$207 Buy
+5
New +$200 ﹤0.01% 766

Other funds holding FNF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

HHM Wealth Advisors's FNF Position: Q1 2025 in Review

HHM Wealth Advisors sold out of Fidelity National Financial (FNF) in Q1 2025, closing a stake of 3 shares — an estimated $169 sold.

HHM Wealth Advisors first reported a position in FNF in Q3 2023 and held it in 2 quarters. The position peaked at $207 in Q3 2023. 797 funds tracked by Wall St. Rank hold FNF as of Q1 2025.

  • HHM Wealth Advisors reported no remaining Fidelity National Financial position as of Q1 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 3 Fidelity National Financial shares in Q1 2025, an estimated $169.
  • HHM Wealth Advisors first reported a position in Fidelity National Financial in Q3 2023 and held it in 2 quarters.
  • HHM Wealth Advisors's Fidelity National Financial position peaked at $207 in Q3 2023.
  • 797 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.