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Mount Yale Investment Advisors’s Fidelity National Financial FNF Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-516
Closed -$28.9K – 1013
2025
Q2 		$28.9K Buy
+516
New +$30.2K ﹤0.01% 963

Other funds holding FNF

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Vanguard Group
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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

Mount Yale Investment Advisors's FNF Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Fidelity National Financial (FNF) in Q3 2025, closing a stake of 516 shares — an estimated $28.9K sold.

Mount Yale Investment Advisors first reported a position in FNF in Q2 2025 and held it in 1 quarter. The position peaked at $28.9K in Q2 2025. 732 funds tracked by Wall St. Rank hold FNF as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Fidelity National Financial position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 516 Fidelity National Financial shares in Q3 2025, an estimated $28.9K.
  • Mount Yale Investment Advisors first reported a position in Fidelity National Financial in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Fidelity National Financial position peaked at $28.9K in Q2 2025.
  • 732 funds tracked by Wall St. Rank held Fidelity National Financial as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.