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Pinnacle Wealth Planning Services’s Fidelity National Financial FNF Stock Holding History

Pinnacle Wealth Planning 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
2026
Q2 		$93.2K Sell
1,977
-941
-32% -$45.6K 0.01% 912
2026
Q1 		$135K Buy
2,918
+284
+11% +$14.7K 0.01% 637
2025
Q4 		$144K Buy
+2,634
New +$150K 0.02% 613
2021
Q1 		– Sell
-1,389
Closed -$52K – 934
2020
Q4 		$52K Buy
+1,389
New +$46.9K 0.01% 773

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 $60.8B AUM 26.63% 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

Pinnacle Wealth Planning Services's FNF Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Fidelity National Financial (FNF) stake by 32% in Q2 2026, selling an estimated $45.6K and leaving 1,977 shares worth $93.2K. The position accounts for 0.01% of the portfolio, ranked #912.

Pinnacle Wealth Planning Services first reported a position in FNF in Q4 2020 and has held it in 4 quarters since. The position peaked at $144K in Q4 2025. 712 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,977 shares of Fidelity National Financial worth $93.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 941 Fidelity National Financial shares in Q2 2026, an estimated $45.6K.
  • Fidelity National Financial made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #912 holding.
  • Pinnacle Wealth Planning Services first reported a position in Fidelity National Financial in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Fidelity National Financial position peaked at $144K in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.