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

JFS 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	$238K	Buy	5,042 +9	+0.2%	+$436	0.01%	314
2026 Q1	$233K	Buy	5,033 +11	+0.2%	+$571	0.01%	307
2025 Q4	$274K	Buy	5,022 +83	+2%	+$4.72K	0.02%	287
2025 Q3	$299K	Sell	4,939 -2	-0%	-$116	0.02%	283
2025 Q2	$277K	Buy	4,941 +2	+0%	+$117	0.02%	270
2025 Q1	$321K	Hold	4,939	–	–	0.02%	250
2024 Q4	$277K	Hold	4,939	–	–	0.02%	258
2024 Q3	$307K	Buy	4,939 +7	+0.1%	+$393	0.02%	247
2024 Q2	$244K	Hold	4,932	–	–	0.02%	220
2024 Q1	$262K	Hold	4,932	–	–	0.02%	216
2023 Q4	$252K	Buy	4,932 +13	+0.3%	+$566	0.02%	206
2023 Q3	$203K	Sell	4,919 -838	-15%	-$33.6K	0.02%	220
2023 Q2	$207K	Sell	5,757 -1,301	-18%	-$45.4K	0.02%	213
2023 Q1	$247K	Sell	7,058 -317	-4%	-$12.5K	0.02%	192
2022 Q4	$277K	Sell	7,375 -314	-4%	-$11.8K	0.03%	189
2022 Q3	$268K	Buy	7,689 +183	+2%	+$6.83K	0.03%	187
2022 Q2	$267K	Sell	7,506 -296	-4%	-$11.6K	0.03%	182
2022 Q1	$367K	Buy	7,802 +118	+2%	+$5.64K	0.03%	178
2021 Q4	$386K	Sell	7,684 -183	-2%	-$8.75K	0.04%	174
2021 Q3	$343K	Buy	7,867 +410	+5%	+$18.2K	0.04%	173
2021 Q2	$312K	Hold	7,457	–	–	0.05%	141
2021 Q1	$292K	Sell	7,457 -2,600	-26%	-$98.7K	0.06%	127
2020 Q4	$378K	Hold	10,057	–	–	0.08%	111
2020 Q3	$303K	Hold	10,057	–	–	0.07%	109
2020 Q2	$296K	Hold	10,057	–	–	0.08%	115
2020 Q1	$241K	Hold	10,057	–	–	0.07%	115
2019 Q4	$439K	Hold	10,057	–	–	0.11%	100
2019 Q3	$429K	Hold	10,057	–	–	0.11%	99
2019 Q2	$390K	Hold	10,057	–	–	0.1%	104
2019 Q1	$353K	Hold	10,057	–	–	0.09%	106
2018 Q4	$304K	Hold	10,057	–	–	0.08%	112
2018 Q3	$381K	Hold	10,057	–	–	0.1%	105
2018 Q2	$364K	Hold	10,057	–	–	0.1%	105
2018 Q1	$387K	Hold	10,057	–	–	0.1%	104
2017 Q4	$379K	Sell	10,057 -3,872	-28%	-$141K	0.09%	103
2017 Q3	$459K	Hold	13,929	–	–	0.12%	88
2017 Q2	$434K	Hold	13,929	–	–	0.12%	83
2017 Q1	$328K	Hold	13,929	–	–	0.09%	100
2016 Q4	$328K	Hold	13,929	–	–	0.09%	100
2016 Q3	$357K	Hold	13,929	–	–	0.1%	94
2016 Q2	$363K	Hold	13,929	–	–	0.1%	115
2016 Q1	$328K	Hold	13,929	–	–	0.1%	103
2015 Q4	$335K	Hold	13,929	–	–	0.1%	102
2015 Q3	$343K	Hold	13,929	–	–	0.15%	75
2015 Q2	$358K	Hold	13,929	–	–	0.18%	63
2015 Q1	$355K	Sell	13,929 -360	-3%	-$9.07K	0.17%	65
2014 Q4	$342K	Buy	14,289 +360	+3%	+$7.64K	0.05%	63
2014 Q3	$268K	Sell	13,929 -3,008	-18%	-$58.2K	0.05%	62
2014 Q2	$317K	Hold	16,937	–	–	0.06%	58
2014 Q1	$304K	Sell	16,937 -14,471	-46%	-$261K	0.17%	82
2013 Q4	$582K	Sell	31,408 -12,816	-29%	-$207K	0.25%	62
2013 Q3	$672K	Buy	44,224 +27,287	+161%	+$385K	0.31%	51
2013 Q2	$230K	Buy	+16,937	New	+$246K	0.12%	100

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

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

JFS Wealth Advisors increased its Fidelity National Financial (FNF) stake by 0.18% in Q2 2026, buying an estimated $436 and bringing the position to 5,042 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #314.

JFS Wealth Advisors first reported a position in FNF in Q2 2013 and has held it in 53 quarters since. The position peaked at $672K in Q3 2013. 710 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

JFS Wealth Advisors held 5,042 shares of Fidelity National Financial worth $238K as of Q2 2026.
JFS Wealth Advisors bought 9 Fidelity National Financial shares in Q2 2026, an estimated $436.
Fidelity National Financial made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #314 holding.
JFS Wealth Advisors first reported a position in Fidelity National Financial in Q2 2013 and has held it in 53 quarters since.
JFS Wealth Advisors's Fidelity National Financial position peaked at $672K in Q3 2013.
710 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.