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Modern Wealth Management’s Fidelity National Financial FNF Stock Holding History

Modern Wealth 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
2025
Q3 		– Sell
-4,416
Closed -$248K – 814
2025
Q2 		$248K Sell
4,416
-382
-8% -$22.3K 0.01% 669
2025
Q1 		$312K Sell
4,798
-108
-2% -$6.49K 0.01% 516
2024
Q4 		$275K Sell
4,906
-127
-3% -$7.65K 0.01% 475
2024
Q3 		$312K Buy
+5,033
New +$282K 0.02% 336

Other funds holding FNF

BlackRock
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Modern Wealth Management's FNF Position: Q3 2025 in Review

Modern Wealth Management sold out of Fidelity National Financial (FNF) in Q3 2025, closing a stake of 4,416 shares — an estimated $248K sold.

Modern Wealth Management first reported a position in FNF in Q3 2024 and held it in 4 quarters. The position peaked at $312K in Q3 2024. 732 funds tracked by Wall St. Rank hold FNF as of Q3 2025.

  • Modern Wealth Management reported no remaining Fidelity National Financial position as of Q3 2025 after selling out during the quarter.
  • Modern Wealth Management sold 4,416 Fidelity National Financial shares in Q3 2025, an estimated $248K.
  • Modern Wealth Management first reported a position in Fidelity National Financial in Q3 2024 and held it in 4 quarters.
  • Modern Wealth Management's Fidelity National Financial position peaked at $312K in Q3 2024.
  • 732 funds tracked by Wall St. Rank held Fidelity National Financial as of Q3 2025.

Based on Modern Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.