Iron Horse Wealth Management’s Fidelity National Financial FNF Stock Holding History

Iron Horse 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
2025 Q2	$219K	Buy	3,910 +90	+2%	+$5.26K	0.06%	54
2025 Q1	$249K	Sell	3,820 -56	-1%	-$3.36K	0.08%	45
2024 Q4	$218K	Buy	3,876 +311	+9%	+$18.7K	0.07%	48
2024 Q3	$221K	Hold	3,565	–	–	0.08%	47
2024 Q2	$176K	Sell	3,565 -200	-5%	-$10.1K	0.07%	45
2024 Q1	$200K	Buy	3,765 +3,487	+1,254%	+$176K	0.08%	41
2023 Q4	$14.2K	Buy	278 +7	+3%	+$305	0.01%	151
2023 Q3	$11.2K	Buy	271 +6	+2%	+$240	0.01%	166
2023 Q2	$9.52K	Buy	265 +9	+4%	+$314	﹤0.01%	155
2023 Q1	$8.95K	Sell	256 -1,789	-87%	-$70.4K	﹤0.01%	162
2022 Q4	$77K	Buy	+2,045	New	+$76.7K	0.04%	60
2022 Q3	–	Sell	-26	Closed	-$1K	–	194
2022 Q2	$1K	Hold	26	–	–	﹤0.01%	218
2022 Q1	$1K	Hold	26	–	–	﹤0.01%	202
2021 Q4	$1K	Hold	26	–	–	﹤0.01%	188
2021 Q3	$1K	Hold	26	–	–	﹤0.01%	172
2021 Q2	$1K	Hold	26	–	–	﹤0.01%	170
2021 Q1	$1K	Hold	26	–	–	﹤0.01%	163
2020 Q4	$1K	Buy	+26	New	+$877	﹤0.01%	155

Other funds holding FNF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Iron Horse Wealth Management's FNF Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Fidelity National Financial (FNF) stake by 2.4% in Q2 2025, buying an estimated $5.26K and bringing the position to 3,910 shares worth $219K. The position accounts for 0.06% of the portfolio, ranked #54.

Iron Horse Wealth Management first reported a position in FNF in Q4 2020 and has held it in 18 quarters since. The position peaked at $249K in Q1 2025. 726 funds tracked by Wall St. Rank hold FNF as of Q2 2025.

Iron Horse Wealth Management held 3,910 shares of Fidelity National Financial worth $219K as of Q2 2025.
Iron Horse Wealth Management bought 90 Fidelity National Financial shares in Q2 2025, an estimated $5.26K.
Fidelity National Financial made up 0.06% of Iron Horse Wealth Management's portfolio in Q2 2025, its #54 holding.
Iron Horse Wealth Management first reported a position in Fidelity National Financial in Q4 2020 and has held it in 18 quarters since.
Iron Horse Wealth Management's Fidelity National Financial position peaked at $249K in Q1 2025.
726 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.