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SHP Wealth Management’s Fidelity National Financial FNF Stock Holding History

SHP 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
Q1 		$680K Sell
14,670
-13
-0.1% -$675 0.05% 122
2025
Q4 		$802K Buy
+14,683
New +$836K 0.06% 99

Other funds holding FNF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SHP Wealth Management's FNF Position: Q1 2026 in Review

SHP Wealth Management reduced its Fidelity National Financial (FNF) stake by 0.09% in Q1 2026, selling an estimated $675 and leaving 14,670 shares worth $680K. The position accounts for 0.05% of the portfolio, ranked #122.

SHP Wealth Management first reported a position in FNF in Q4 2025 and has held it in 2 quarters since. The position peaked at $802K in Q4 2025. 723 funds tracked by Wall St. Rank hold FNF as of Q1 2026.

  • SHP Wealth Management held 14,670 shares of Fidelity National Financial worth $680K as of Q1 2026.
  • SHP Wealth Management sold 13 Fidelity National Financial shares in Q1 2026, an estimated $675.
  • Fidelity National Financial made up 0.05% of SHP Wealth Management's portfolio in Q1 2026, its #122 holding.
  • SHP Wealth Management first reported a position in Fidelity National Financial in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Fidelity National Financial position peaked at $802K in Q4 2025.
  • 723 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.