Loring Wolcott & Coolidge Fiduciary Advisors’s Fidelity National Financial FNF Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$1.07M	Hold	22,752	–	–	0.01%	171
2026 Q1	$1.08M	Hold	22,752	–	–	0.01%	155
2025 Q4	$1.24M	Hold	22,752	–	–	0.01%	146
2025 Q3	$1.29M	Buy	22,752 +20,060	+745%	+$1.17M	0.01%	145
2025 Q2	$151K	Buy	+2,692	New	+$157K	﹤0.01%	311
2021 Q3	–	Sell	-43	Closed	-$2K	–	821
2021 Q2	$2K	Buy	+43	New	+$1.88K	﹤0.01%	856
2020 Q1	–	Sell	-156	Closed	-$7K	–	671
2019 Q4	$7K	Buy	+156	New	+$6.92K	﹤0.01%	595
2019 Q2	–	Sell	-104	Closed	-$4K	–	722
2019 Q1	$4K	Hold	104	–	–	﹤0.01%	602
2018 Q4	$3K	Buy	+104	New	+$3.35K	﹤0.01%	614
2018 Q1	–	Sell	-248	Closed	-$9K	–	753
2017 Q4	$9K	Sell	248 -95	-28%	-$3.46K	﹤0.01%	577
2017 Q3	$11K	Hold	343	–	–	﹤0.01%	554
2017 Q2	$12K	Buy	+343	New	+$9.88K	﹤0.01%	531

Other funds holding FNF

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's FNF Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Fidelity National Financial (FNF) position steady in Q2 2026 at 22,752 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #171.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FNF in Q2 2017 and has held it in 12 quarters since. The position peaked at $1.29M in Q3 2025. 310 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 22,752 shares of Fidelity National Financial worth $1.07M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Fidelity National Financial share count unchanged in Q2 2026.
Fidelity National Financial made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #171 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Fidelity National Financial in Q2 2017 and has held it in 12 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Fidelity National Financial position peaked at $1.29M in Q3 2025.
310 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.