Probity Advisors’s Fidelity National Financial FNF Stock Holding History

Probity 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
2026 Q2	$200K	Buy	+4,241	New	+$205K	0.03%	230
2026 Q1	–	Sell	-4,241	Closed	-$232K	–	234
2025 Q4	$232K	Hold	4,241	–	–	0.04%	224
2025 Q3	$257K	Hold	4,241	–	–	0.04%	214
2025 Q2	$238K	Hold	4,241	–	–	0.04%	212
2025 Q1	$276K	Hold	4,241	–	–	0.05%	198
2024 Q4	$238K	Hold	4,241	–	–	0.05%	208
2024 Q3	$263K	Hold	4,241	–	–	0.05%	205
2024 Q2	$210K	Sell	4,241 -300	-7%	-$15.1K	0.04%	201
2024 Q1	$241K	Hold	4,541	–	–	0.05%	196
2023 Q4	$232K	Buy	+4,541	New	+$198K	0.05%	195
2022 Q2	–	Sell	-4,723	Closed	-$222K	–	179
2022 Q1	$222K	Hold	4,723	–	–	0.05%	177
2021 Q4	$237K	Hold	4,723	–	–	0.05%	177
2021 Q3	$206K	Buy	+4,723	New	+$210K	0.04%	198
2020 Q1	–	Sell	-4,937	Closed	-$215K	–	171
2019 Q4	$215K	Hold	4,937	–	–	0.07%	170
2019 Q3	$211K	Buy	+4,937	New	+$205K	0.07%	167
2017 Q4	–	Sell	-6,838	Closed	-$225K	–	157
2017 Q3	$225K	Hold	6,838	–	–	0.08%	132
2017 Q2	$213K	Buy	+6,838	New	+$197K	0.08%	134

Other funds holding FNF

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Probity Advisors's FNF Position: Q2 2026 in Review

Probity Advisors opened a new position in Fidelity National Financial (FNF) in Q2 2026: 4,241 shares worth $200K. The stake represents 0.03% of the portfolio and ranks #230 among its holdings. This is a return to the name: Probity Advisors previously reported a position in FNF as recently as Q4 2025.

Probity Advisors first reported a position in FNF in Q2 2017 and has held it in 17 quarters since. The position peaked at $276K in Q1 2025. 305 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

Probity Advisors held 4,241 shares of Fidelity National Financial worth $200K as of Q2 2026.
Fidelity National Financial was a new Probity Advisors position in Q2 2026.
Fidelity National Financial made up 0.03% of Probity Advisors's portfolio in Q2 2026, its #230 holding.
Probity Advisors first reported a position in Fidelity National Financial in Q2 2017 and has held it in 17 quarters since.
Probity Advisors's Fidelity National Financial position peaked at $276K in Q1 2025.
305 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on Probity Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.