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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
Q3 		$382K Buy
9,892
+36
+0.4% +$1.71K 0.08% 293
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

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Legacy Wealth Asset Management's FNF Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Fidelity National Financial (FNF) stake by 0.37% in Q3 2026, buying an estimated $1.71K and bringing the position to 9,892 shares worth $382K. The position accounts for 0.08% of the portfolio, ranked #293.

Legacy Wealth Asset Management first reported a position in FNF in Q4 2020 and has held it in 24 quarters since. The position peaked at $657K in Q3 2024. 30 funds tracked by Wall St. Rank hold FNF as of Q3 2026.

  • Legacy Wealth Asset Management held 9,892 shares of Fidelity National Financial worth $382K as of Q3 2026.
  • Legacy Wealth Asset Management bought 36 Fidelity National Financial shares in Q3 2026, an estimated $1.71K.
  • Fidelity National Financial made up 0.08% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #293 holding.
  • Legacy Wealth Asset Management first reported a position in Fidelity National Financial in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's Fidelity National Financial position peaked at $657K in Q3 2024.
  • 30 funds tracked by Wall St. Rank held Fidelity National Financial as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.