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Marshall & Sterling Wealth Advisors’s Fidelity National Financial FNF Stock Holding History

Marshall & Sterling Wealth 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
2025
Q2 		– Sell
-97
Closed -$6.31K – 648
2025
Q1 		$6.31K Buy
+97
New +$5.83K ﹤0.01% 423

Other funds holding FNF

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's FNF Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Fidelity National Financial (FNF) in Q2 2025, closing a stake of 97 shares — an estimated $6.31K sold.

Marshall & Sterling Wealth Advisors first reported a position in FNF in Q1 2025 and held it in 1 quarter. The position peaked at $6.31K in Q1 2025. 726 funds tracked by Wall St. Rank hold FNF as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Fidelity National Financial position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 97 Fidelity National Financial shares in Q2 2025, an estimated $6.31K.
  • Marshall & Sterling Wealth Advisors first reported a position in Fidelity National Financial in Q1 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Fidelity National Financial position peaked at $6.31K in Q1 2025.
  • 726 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.