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Root Financial Partners’s Fidelity National Financial FNF Stock Holding History

Root Financial Partners’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 		– Sell
-370
Closed -$17.2K – 1412
2026
Q1 		$17.2K Sell
370
-409
-53% -$21.2K ﹤0.01% 1407
2025
Q4 		$42.5K Buy
779
+137
+21% +$7.8K ﹤0.01% 782
2025
Q3 		$38.8K Buy
+642
New +$37.3K ﹤0.01% 772

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State Street
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First Eagle Investment Management
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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

Root Financial Partners's FNF Position: Q2 2026 in Review

Root Financial Partners sold out of Fidelity National Financial (FNF) in Q2 2026, closing a stake of 370 shares — an estimated $17.2K sold.

Root Financial Partners first reported a position in FNF in Q3 2025 and held it in 3 quarters. The position peaked at $42.5K in Q4 2025. 712 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

  • Root Financial Partners reported no remaining Fidelity National Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 370 Fidelity National Financial shares in Q2 2026, an estimated $17.2K.
  • Root Financial Partners first reported a position in Fidelity National Financial in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Fidelity National Financial position peaked at $42.5K in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.