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Sheaff Brock Investment Advisors’s Fidelity National Financial FNF Stock Holding History

Sheaff Brock Investment 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
Q1 		$229K Buy
+3,515
New +$211K 0.02% 372
2024
Q4 		– Sell
-3,515
Closed -$218K – 463
2024
Q3 		$218K Buy
+3,515
New +$197K 0.02% 385
2022
Q2 		– Sell
-147,042
Closed -$6.91M – 520
2022
Q1 		$6.91M Buy
147,042
+2,750
+2% +$131K 0.48% 43
2021
Q4 		$7.24M Buy
144,292
+3,038
+2% +$145K 0.48% 35
2021
Q3 		$6.16M Sell
141,254
-162
-0.1% -$7.19K 0.45% 44
2021
Q2 		$5.91M Buy
141,416
+2,244
+2% +$98K 0.43% 45
2021
Q1 		$5.44M Sell
139,172
-578
-0.4% -$21.9K 0.43% 47
2020
Q4 		$5.25M Buy
+139,750
New +$4.71M 0.44% 44
2019
Q2 		– Sell
-154,436
Closed -$5.43M – 503
2019
Q1 		$5.43M Sell
154,436
-857
-0.6% -$28.7K 0.66% 35
2018
Q4 		$4.7M Buy
155,293
+3,098
+2% +$99.9K 0.74% 34
2018
Q3 		$5.76M Buy
152,195
+1,757
+1% +$67K 0.54% 37
2018
Q2 		$5.44M Buy
150,438
+3,807
+3% +$139K 0.53% 38
2018
Q1 		$5.64M Buy
146,631
+9,384
+7% +$357K 0.58% 34
2017
Q4 		$5.18M Sell
137,247
-52,580
-28% -$1.92M 0.67% 37
2017
Q3 		$6.25M Sell
189,827
-4,095
-2% -$134K 0.82% 27
2017
Q2 		$6.04M Sell
193,922
-1,442
-0.7% -$41.5K 0.79% 29
2017
Q1 		$5.28M Buy
+195,364
New +$4.97M 0.69% 38

Other funds holding FNF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $9.34B AUM 17.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Sheaff Brock Investment Advisors's FNF Position: Q1 2025 in Review

Sheaff Brock Investment Advisors opened a new position in Fidelity National Financial (FNF) in Q1 2025: 3,515 shares worth $229K. The stake represents 0.02% of the portfolio and ranks #372 among its holdings. This is a return to the name: Sheaff Brock Investment Advisors previously reported a position in FNF as recently as Q3 2024.

Sheaff Brock Investment Advisors first reported a position in FNF in Q1 2017 and has held it in 17 quarters since. The position peaked at $7.24M in Q4 2021. 797 funds tracked by Wall St. Rank hold FNF as of Q1 2025.

  • Sheaff Brock Investment Advisors held 3,515 shares of Fidelity National Financial worth $229K as of Q1 2025.
  • Fidelity National Financial was a new Sheaff Brock Investment Advisors position in Q1 2025.
  • Fidelity National Financial made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #372 holding.
  • Sheaff Brock Investment Advisors first reported a position in Fidelity National Financial in Q1 2017 and has held it in 17 quarters since.
  • Sheaff Brock Investment Advisors's Fidelity National Financial position peaked at $7.24M in Q4 2021.
  • 797 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.