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Legacy Wealth Asset Management’s Fidelity National Financial FNF Stock Holding History

Legacy Wealth Asset 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
Q2 		$465K Sell
9,856
-391
-4% -$18.9K 0.1% 278
2026
Q1 		$475K Buy
10,247
+552
+6% +$28.7K 0.12% 260
2025
Q4 		$529K Buy
9,695
+91
+0.9% +$5.18K 0.13% 248
2025
Q3 		$581K Buy
9,604
+55
+0.6% +$3.19K 0.14% 233
2025
Q2 		$535K Sell
9,549
-216
-2% -$12.6K 0.14% 236
2025
Q1 		$636K Sell
9,765
-295
-3% -$17.7K 0.18% 192
2024
Q4 		$565K Sell
10,060
-526
-5% -$31.7K 0.15% 216
2024
Q3 		$657K Sell
10,586
-2,092
-17% -$117K 0.18% 187
2024
Q2 		$627K Buy
12,678
+631
+5% +$31.8K 0.18% 180
2024
Q1 		$640K Buy
12,047
+46
+0.4% +$2.32K 0.18% 172
2023
Q4 		$612K Buy
12,001
+188
+2% +$8.18K 0.2% 167
2023
Q3 		$488K Buy
11,813
+27
+0.2% +$1.08K 0.18% 203
2023
Q2 		$424K Buy
11,786
+313
+3% +$10.9K 0.15% 236
2023
Q1 		$401K Sell
11,473
-302
-3% -$11.9K 0.14% 256
2022
Q4 		$443K Sell
11,775
-616
-5% -$23.1K 0.17% 215
2022
Q3 		$431K Buy
12,391
+2,875
+30% +$107K 0.19% 190
2022
Q2 		$338K Sell
9,516
-449
-5% -$17.6K 0.14% 216
2022
Q1 		$468K Sell
9,965
-14
-0.1% -$669 0.17% 193
2021
Q4 		$501K Buy
9,979
+154
+2% +$7.37K 0.17% 198
2021
Q3 		$428K Sell
9,825
-33
-0.3% -$1.46K 0.2% 194
2021
Q2 		$412K Sell
9,858
-362
-4% -$15.8K 0.18% 207
2021
Q1 		$400K Sell
10,220
-3,861
-27% -$147K 0.18% 205
2020
Q4 		$529K Buy
+14,081
New +$475K 0.27% 157

Other funds holding FNF

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Wealth Asset Management's FNF Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Fidelity National Financial (FNF) stake by 3.8% in Q2 2026, selling an estimated $18.9K and leaving 9,856 shares worth $465K. The position accounts for 0.1% of the portfolio, ranked #278.

Legacy Wealth Asset Management first reported a position in FNF in Q4 2020 and has held it in 23 quarters since. The position peaked at $657K in Q3 2024. 712 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

  • Legacy Wealth Asset Management held 9,856 shares of Fidelity National Financial worth $465K as of Q2 2026.
  • Legacy Wealth Asset Management sold 391 Fidelity National Financial shares in Q2 2026, an estimated $18.9K.
  • Fidelity National Financial made up 0.1% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #278 holding.
  • Legacy Wealth Asset Management first reported a position in Fidelity National Financial in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Fidelity National Financial position peaked at $657K in Q3 2024.
  • 712 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.