SageView Advisory Group’s Fidelity National Financial FNF Stock Holding History

SageView Advisory Group’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	$428K	Sell	9,086 -109	-1%	-$5.28K	0.01%	399
2026 Q1	$426K	Buy	9,195 +3,581	+64%	+$186K	0.02%	386
2025 Q4	$306K	Sell	5,614 -296	-5%	-$16.8K	0.01%	484
2025 Q3	$357K	Buy	5,910 +46	+0.8%	+$2.67K	0.01%	462
2025 Q2	$334K	Sell	5,864 -58	-1%	-$3.39K	0.01%	467
2025 Q1	$385K	Sell	5,922 -355	-6%	-$21.3K	0.02%	399
2024 Q4	$352K	Buy	6,277 +74	+1%	+$4.46K	0.02%	406
2024 Q3	$385K	Sell	6,203 -242	-4%	-$13.6K	0.02%	340
2024 Q2	$319K	Sell	6,445 -42,970	-87%	-$2.16M	0.01%	415
2024 Q1	$2.24M	Buy	49,415 +37,747	+324%	+$1.9M	0.11%	105
2023 Q4	$595K	Buy	+11,668	New	+$508K	0.03%	357

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 $60.8B AUM 26.63% 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

SageView Advisory Group's FNF Position: Q2 2026 in Review

SageView Advisory Group reduced its Fidelity National Financial (FNF) stake by 1.2% in Q2 2026, selling an estimated $5.28K and leaving 9,086 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #399.

SageView Advisory Group first reported a position in FNF in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.24M in Q1 2024. 712 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

SageView Advisory Group held 9,086 shares of Fidelity National Financial worth $428K as of Q2 2026.
SageView Advisory Group sold 109 Fidelity National Financial shares in Q2 2026, an estimated $5.28K.
Fidelity National Financial made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #399 holding.
SageView Advisory Group first reported a position in Fidelity National Financial in Q4 2023 and has held it in 11 quarters since.
SageView Advisory Group's Fidelity National Financial position peaked at $2.24M in Q1 2024.
712 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.