Life Planning Partners’s Fidelity National Financial FNF Stock Holding History

Life Planning Partners’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	–	Sell	-3,335	Closed	-$217K	–	67
2025 Q1	$217K	Buy	+3,335	New	+$200K	0.2%	60
2024 Q4	–	Sell	-3,555	Closed	-$221K	–	61
2024 Q3	$221K	Buy	+3,555	New	+$199K	0.2%	56
2024 Q1	–	Sell	-3,555	Closed	-$181K	–	124
2023 Q4	$181K	Buy	+3,555	New	+$155K	0.18%	61
2022 Q3	$129K	Hold	3,697	–	–	0.15%	60
2022 Q2	$131K	Hold	3,697	–	–	0.15%	55
2022 Q1	$174K	Hold	3,697	–	–	0.18%	52
2021 Q4	$185K	Buy	+3,697	New	+$177K	0.19%	47

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 $59.9B AUM 27.01% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Life Planning Partners's FNF Position: Q2 2025 in Review

Life Planning Partners sold out of Fidelity National Financial (FNF) in Q2 2025, closing a stake of 3,335 shares — an estimated $217K sold.

Life Planning Partners first reported a position in FNF in Q4 2021 and held it in 7 quarters. The position peaked at $221K in Q3 2024. 727 funds tracked by Wall St. Rank hold FNF as of Q2 2025.

Life Planning Partners reported no remaining Fidelity National Financial position as of Q2 2025 after selling out during the quarter.
Life Planning Partners sold 3,335 Fidelity National Financial shares in Q2 2025, an estimated $217K.
Life Planning Partners first reported a position in Fidelity National Financial in Q4 2021 and held it in 7 quarters.
Life Planning Partners's Fidelity National Financial position peaked at $221K in Q3 2024.
727 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2025.

Based on Life Planning Partners's 13F filing for Q2 2025, filed 21 Jul 2025.