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Rise Advisors’s Fidelity National Financial FNF Stock Holding History

Rise 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
Q4 		– Sell
-500
Closed -$30.2K – 597
2025
Q3 		$30.2K Buy
500
+9
+2% +$523 0.01% 375
2025
Q2 		$27.5K Hold
491
– – 0.01% 377
2025
Q1 		$32K Buy
+491
New +$29.5K 0.01% 312

Other funds holding FNF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $10.1B AUM 10.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rise Advisors's FNF Position: Q4 2025 in Review

Rise Advisors sold out of Fidelity National Financial (FNF) in Q4 2025, closing a stake of 500 shares — an estimated $30.2K sold.

Rise Advisors first reported a position in FNF in Q1 2025 and held it in 3 quarters. The position peaked at $32K in Q1 2025. 777 funds tracked by Wall St. Rank hold FNF as of Q4 2025.

  • Rise Advisors reported no remaining Fidelity National Financial position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 500 Fidelity National Financial shares in Q4 2025, an estimated $30.2K.
  • Rise Advisors first reported a position in Fidelity National Financial in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's Fidelity National Financial position peaked at $32K in Q1 2025.
  • 777 funds tracked by Wall St. Rank held Fidelity National Financial as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.