SWP
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Sagespring Wealth Partners’s Fidelity National Financial FNF Stock Holding History

Sagespring Wealth 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
Q1 		– Sell
-4,088
Closed -$223K – 811
2025
Q4 		$223K Sell
4,088
-36
-0.9% -$2.05K ﹤0.01% 728
2025
Q3 		$249K Buy
4,124
+479
+13% +$27.8K ﹤0.01% 666
2025
Q2 		$204K Sell
3,645
-447
-11% -$26.1K ﹤0.01% 687
2025
Q1 		$266K Buy
+4,092
New +$246K 0.01% 553

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State Street
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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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sagespring Wealth Partners's FNF Position: Q1 2026 in Review

Sagespring Wealth Partners sold out of Fidelity National Financial (FNF) in Q1 2026, closing a stake of 4,088 shares — an estimated $223K sold.

Sagespring Wealth Partners first reported a position in FNF in Q1 2025 and held it in 4 quarters. The position peaked at $266K in Q1 2025. 728 funds tracked by Wall St. Rank hold FNF as of Q1 2026.

  • Sagespring Wealth Partners reported no remaining Fidelity National Financial position as of Q1 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 4,088 Fidelity National Financial shares in Q1 2026, an estimated $223K.
  • Sagespring Wealth Partners first reported a position in Fidelity National Financial in Q1 2025 and held it in 4 quarters.
  • Sagespring Wealth Partners's Fidelity National Financial position peaked at $266K in Q1 2025.
  • 728 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.