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Novak & Powell Financial Services’s Fidelity National Financial FNF Stock Holding History

Novak & Powell Financial Services’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
-4,177
Closed -$272K – 150
2025
Q1 		$272K Buy
4,177
+3
+0.1% +$180 0.17% 117
2024
Q4 		$234K Buy
+4,174
New +$251K 0.14% 129

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WPL
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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

Novak & Powell Financial Services's FNF Position: Q2 2025 in Review

Novak & Powell Financial Services sold out of Fidelity National Financial (FNF) in Q2 2025, closing a stake of 4,177 shares — an estimated $272K sold.

Novak & Powell Financial Services first reported a position in FNF in Q4 2024 and held it in 2 quarters. The position peaked at $272K in Q1 2025. 726 funds tracked by Wall St. Rank hold FNF as of Q2 2025.

  • Novak & Powell Financial Services reported no remaining Fidelity National Financial position as of Q2 2025 after selling out during the quarter.
  • Novak & Powell Financial Services sold 4,177 Fidelity National Financial shares in Q2 2025, an estimated $272K.
  • Novak & Powell Financial Services first reported a position in Fidelity National Financial in Q4 2024 and held it in 2 quarters.
  • Novak & Powell Financial Services's Fidelity National Financial position peaked at $272K in Q1 2025.
  • 726 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2025.

Based on Novak & Powell Financial Services's 13F filing for Q2 2025, filed 11 Aug 2025.