Next Financial Group’s Fidelity National Financial FNF Stock Holding History

Next Financial Group’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
2021 Q4	$276K	Sell	5,487 -1,315	-19%	-$62.9K	0.02%	762
2021 Q3	$297K	Sell	6,802 -1,354	-17%	-$60.1K	0.02%	669
2021 Q2	$341K	Sell	8,156 -721	-8%	-$31.5K	0.03%	611
2021 Q1	$348K	Buy	8,877 +8,541	+2,542%	+$324K	0.03%	557
2020 Q4	$12K	Sell	336 -7	-2%	-$236	﹤0.01%	1712
2020 Q3	$10K	Buy	+343	New	+$10.7K	﹤0.01%	1626
2020 Q2	–	Sell	-5,530	Closed	-$132K	–	1049
2020 Q1	$132K	Sell	5,530 -433	-7%	-$17K	0.02%	672
2019 Q4	$260K	Buy	5,963 +5,792	+3,387%	+$257K	0.03%	600
2019 Q3	$7K	Sell	171 -161	-48%	-$6.7K	﹤0.01%	1809
2019 Q2	$13K	Sell	332 -114	-26%	-$4.3K	﹤0.01%	1598
2019 Q1	$16K	Buy	446 +365	+451%	+$12.2K	﹤0.01%	1011
2018 Q4	$2K	Buy	+81	New	+$2.61K	﹤0.01%	1734
2017 Q1	–	Sell	-30	Closed	-$1K	–	2007
2016 Q4	$1K	Hold	30	–	–	﹤0.01%	2275
2016 Q3	$1K	Buy	30 +29	+2,900%	+$749	﹤0.01%	2265
2016 Q2	$0	Hold	1	–	–	﹤0.01%	1777
2016 Q1	$0	Hold	1	–	–	﹤0.01%	1773
2015 Q4	$0	Buy	+1	New	+$24	﹤0.01%	1833
2015 Q1	–	Sell	-1,498	Closed	-$36K	–	1874
2014 Q4	$36K	Hold	1,498	–	–	0.01%	768
2014 Q3	$29K	Buy	+1,498	New	+$29K	0.01%	1221

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Next Financial Group's FNF Position: Q4 2021 in Review

Next Financial Group reduced its Fidelity National Financial (FNF) stake by 19% in Q4 2021, selling an estimated $62.9K and leaving 5,487 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #762.

Next Financial Group first reported a position in FNF in Q3 2014 and has held it in 19 quarters since. The position peaked at $348K in Q1 2021. 648 funds tracked by Wall St. Rank hold FNF as of Q4 2021.

Next Financial Group held 5,487 shares of Fidelity National Financial worth $276K as of Q4 2021.
Next Financial Group sold 1,315 Fidelity National Financial shares in Q4 2021, an estimated $62.9K.
Fidelity National Financial made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #762 holding.
Next Financial Group first reported a position in Fidelity National Financial in Q3 2014 and has held it in 19 quarters since.
Next Financial Group's Fidelity National Financial position peaked at $348K in Q1 2021.
648 funds tracked by Wall St. Rank held Fidelity National Financial as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.