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Operose Advisors’s Fidelity National Financial FNF Stock Holding History

Operose 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
Q1 		– Sell
-145
Closed -$8.14K – 419
2024
Q4 		$8.14K Sell
145
-765
-84% -$46.1K ﹤0.01% 321
2024
Q3 		$56.5K Buy
+910
New +$51.1K 0.02% 257

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Operose Advisors's FNF Position: Q1 2025 in Review

Operose Advisors sold out of Fidelity National Financial (FNF) in Q1 2025, closing a stake of 145 shares — an estimated $8.14K sold.

Operose Advisors first reported a position in FNF in Q3 2024 and held it in 2 quarters. The position peaked at $56.5K in Q3 2024. 797 funds tracked by Wall St. Rank hold FNF as of Q1 2025.

  • Operose Advisors reported no remaining Fidelity National Financial position as of Q1 2025 after selling out during the quarter.
  • Operose Advisors sold 145 Fidelity National Financial shares in Q1 2025, an estimated $8.14K.
  • Operose Advisors first reported a position in Fidelity National Financial in Q3 2024 and held it in 2 quarters.
  • Operose Advisors's Fidelity National Financial position peaked at $56.5K in Q3 2024.
  • 797 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2025.

Based on Operose Advisors's 13F filing for Q1 2025, filed 12 May 2025.