Robertson Stephens Wealth Management’s Fidelity National Financial FNF Stock Holding History

Robertson Stephens 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	$343K	Buy	7,279 +1	+0%	+$48	0.01%	498
2026 Q1	$338K	Sell	7,278 -30	-0.4%	-$1.56K	0.01%	487
2025 Q4	$399K	Buy	7,308 +30	+0.4%	+$1.71K	0.01%	474
2025 Q3	$440K	Sell	7,278 -55	-0.8%	-$3.19K	0.01%	380
2025 Q2	$411K	Hold	7,333	–	–	0.01%	402
2025 Q1	$477K	Hold	7,333	–	–	0.02%	370
2024 Q4	$412K	Buy	7,333 +55	+0.8%	+$3.31K	0.01%	401
2024 Q3	$452K	Sell	7,278 -217	-3%	-$12.2K	0.02%	439
2024 Q2	$370K	Buy	7,495 +235	+3%	+$11.8K	0.02%	376
2024 Q1	$386K	Buy	7,260 +212	+3%	+$10.7K	0.02%	387
2023 Q4	$360K	Hold	7,048	–	–	0.02%	353
2023 Q3	$291K	Buy	+7,048	New	+$282K	0.02%	382

Other funds holding FNF

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Robertson Stephens Wealth Management's FNF Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Fidelity National Financial (FNF) stake by 0.01% in Q2 2026, buying an estimated $48 and bringing the position to 7,279 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #498.

Robertson Stephens Wealth Management first reported a position in FNF in Q3 2023 and has held it in 12 quarters since. The position peaked at $477K in Q1 2025. 710 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

Robertson Stephens Wealth Management held 7,279 shares of Fidelity National Financial worth $343K as of Q2 2026.
Robertson Stephens Wealth Management bought 1 Fidelity National Financial share in Q2 2026, an estimated $48.
Fidelity National Financial made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #498 holding.
Robertson Stephens Wealth Management first reported a position in Fidelity National Financial in Q3 2023 and has held it in 12 quarters since.
Robertson Stephens Wealth Management's Fidelity National Financial position peaked at $477K in Q1 2025.
710 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.