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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
Q2 		$692K Buy
14,671
+1
+0% +$48 0.05% 144
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 $10.1B AUM 10.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
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

SHP Wealth Management's FNF Position: Q2 2026 in Review

SHP Wealth Management increased its Fidelity National Financial (FNF) stake by 0.01% in Q2 2026, buying an estimated $48 and bringing the position to 14,671 shares worth $692K. The position accounts for 0.05% of the portfolio, ranked #144.

SHP Wealth Management first reported a position in FNF in Q4 2025 and has held it in 3 quarters since. The position peaked at $802K in Q4 2025. 714 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

  • SHP Wealth Management held 14,671 shares of Fidelity National Financial worth $692K as of Q2 2026.
  • SHP Wealth Management bought 1 Fidelity National Financial share in Q2 2026, an estimated $48.
  • Fidelity National Financial made up 0.05% of SHP Wealth Management's portfolio in Q2 2026, its #144 holding.
  • SHP Wealth Management first reported a position in Fidelity National Financial in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Fidelity National Financial position peaked at $802K in Q4 2025.
  • 714 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.