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Phillips Wealth Planners’s Fidelity National Financial FNF Stock Holding History

Phillips Wealth Planners’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
Q1 		– Sell
-6,137
Closed -$331K – 215
2025
Q4 		$331K Sell
6,137
-38
-0.6% -$2.16K 0.27% 128
2025
Q3 		$358K Buy
6,175
+563
+10% +$32.7K 0.3% 110
2025
Q2 		$310K Buy
5,612
+36
+0.6% +$2.1K 0.28% 129
2025
Q1 		$334K Sell
5,576
-62
-1% -$3.73K 0.35% 98
2024
Q4 		$306K Sell
5,638
-55
-1% -$3.31K 0.31% 116
2024
Q3 		$357K Sell
5,693
-320
-5% -$18K 0.34% 103
2024
Q2 		$295K Sell
6,013
-461
-7% -$23.2K 0.31% 119
2024
Q1 		$305K Sell
6,474
-760
-11% -$38.3K 0.35% 106
2023
Q4 		$349K Sell
7,234
-322
-4% -$14K 0.42% 83
2023
Q3 		$290K Sell
7,556
-236
-3% -$9.45K 0.39% 96
2023
Q2 		$281K Buy
7,792
+234
+3% +$8.16K 0.37% 99
2023
Q1 		$267K Sell
7,558
-144
-2% -$5.67K 0.35% 107
2022
Q4 		$337K Buy
+7,702
New +$289K 0.59% 62

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Phillips Wealth Planners's FNF Position: Q1 2026 in Review

Phillips Wealth Planners sold out of Fidelity National Financial (FNF) in Q1 2026, closing a stake of 6,137 shares — an estimated $331K sold.

Phillips Wealth Planners first reported a position in FNF in Q4 2022 and held it in 13 quarters. The position peaked at $358K in Q3 2025. 727 funds tracked by Wall St. Rank hold FNF as of Q1 2026.

  • Phillips Wealth Planners reported no remaining Fidelity National Financial position as of Q1 2026 after selling out during the quarter.
  • Phillips Wealth Planners sold 6,137 Fidelity National Financial shares in Q1 2026, an estimated $331K.
  • Phillips Wealth Planners first reported a position in Fidelity National Financial in Q4 2022 and held it in 13 quarters.
  • Phillips Wealth Planners's Fidelity National Financial position peaked at $358K in Q3 2025.
  • 727 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.