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

Perigon 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
2026
Q2 		– Sell
-6,303
Closed -$292K – 1459
2026
Q1 		$292K Sell
6,303
-348
-5% -$18.1K 0.01% 1033
2025
Q4 		$363K Sell
6,651
-551
-8% -$31.4K 0.01% 945
2025
Q3 		$436K Buy
+7,202
New +$418K 0.01% 795

Other funds holding FNF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Perigon Wealth Management's FNF Position: Q2 2026 in Review

Perigon Wealth Management sold out of Fidelity National Financial (FNF) in Q2 2026, closing a stake of 6,303 shares — an estimated $292K sold.

Perigon Wealth Management first reported a position in FNF in Q3 2025 and held it in 3 quarters. The position peaked at $436K in Q3 2025. 710 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

  • Perigon Wealth Management reported no remaining Fidelity National Financial position as of Q2 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 6,303 Fidelity National Financial shares in Q2 2026, an estimated $292K.
  • Perigon Wealth Management first reported a position in Fidelity National Financial in Q3 2025 and held it in 3 quarters.
  • Perigon Wealth Management's Fidelity National Financial position peaked at $436K in Q3 2025.
  • 710 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.