Independent Advisor Alliance’s Fidelity National Financial FNF Stock Holding History

Independent Advisor Alliance’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	$735K	Sell	15,585 -615	-4%	-$29.8K	0.02%	549
2026 Q1	$751K	Sell	16,200 -824	-5%	-$42.8K	0.01%	961
2025 Q4	$929K	Sell	17,024 -350	-2%	-$19.9K	0.02%	487
2025 Q3	$1.05M	Buy	17,374 +11,747	+209%	+$682K	0.03%	434
2025 Q2	$315K	Sell	5,627 -191	-3%	-$11.2K	0.01%	711
2025 Q1	$379K	Buy	5,818 +211	+4%	+$12.7K	0.01%	591
2024 Q4	$315K	Buy	5,607 +2,262	+68%	+$136K	﹤0.01%	1123
2024 Q3	$208K	Buy	+3,345	New	+$188K	0.01%	652
2022 Q2	–	Sell	-5,536	Closed	-$260K	–	652
2022 Q1	$260K	Buy	5,536 +672	+14%	+$32.1K	0.01%	535
2021 Q4	$244K	Sell	4,864 -1,216	-20%	-$58.2K	0.01%	581
2021 Q3	$265K	Buy	6,080 +1,042	+21%	+$46.2K	0.01%	518
2021 Q2	$211K	Buy	+5,038	New	+$220K	0.01%	579

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

Independent Advisor Alliance's FNF Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Fidelity National Financial (FNF) stake by 3.8% in Q2 2026, selling an estimated $29.8K and leaving 15,585 shares worth $735K. The position accounts for 0.02% of the portfolio, ranked #549.

Independent Advisor Alliance first reported a position in FNF in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.05M in Q3 2025. 710 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

Independent Advisor Alliance held 15,585 shares of Fidelity National Financial worth $735K as of Q2 2026.
Independent Advisor Alliance sold 615 Fidelity National Financial shares in Q2 2026, an estimated $29.8K.
Fidelity National Financial made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #549 holding.
Independent Advisor Alliance first reported a position in Fidelity National Financial in Q2 2021 and has held it in 12 quarters since.
Independent Advisor Alliance's Fidelity National Financial position peaked at $1.05M in Q3 2025.
710 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.