JWM
FNF icon

JPL Wealth Management’s Fidelity National Financial FNF Stock Holding History

JPL 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
2026
Q1 		$2.31M Sell
49,809
-1,451
-3% -$75.3K 0.53% 63
2025
Q4 		$2.8M Sell
51,260
-2,551
-5% -$145K 0.68% 60
2025
Q3 		$3.26M Buy
53,811
+614
+1% +$35.7K 0.77% 57
2025
Q2 		$2.98M Buy
53,197
+612
+1% +$35.8K 0.8% 58
2025
Q1 		$3.42M Buy
52,585
+2,412
+5% +$145K 0.98% 45
2024
Q4 		$2.82M Buy
+50,173
New +$3.02M 0.81% 57
2024
Q2 		$1.71M Buy
34,702
+1,198
+4% +$60.3K 0.84% 58
2024
Q1 		$1.78M Buy
33,504
+4,323
+15% +$218K 0.98% 50
2023
Q4 		$1.49M Buy
+29,181
New +$1.27M 1.07% 43

Other funds holding FNF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return