SW
FNF icon

SteelPeak Wealth’s Fidelity National Financial FNF Stock Holding History

SteelPeak Wealth’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 		$791K Buy
16,776
+68
+0.4% +$3.29K 0.02% 356
2026
Q1 		$775K Hold
16,708
– – 0.02% 326
2025
Q4 		$912K Hold
16,708
– – 0.03% 289
2025
Q3 		$1.01M Sell
16,708
-3
-0% -$174 0.03% 283
2025
Q2 		$937K Buy
16,711
+3
+0% +$175 0.04% 270
2025
Q1 		$1.09M Hold
16,708
– – 0.05% 243
2024
Q4 		$938K Hold
16,708
– – 0.04% 257
2024
Q3 		$1.04M Hold
16,708
– – 0.05% 229
2024
Q2 		$826K Sell
16,708
-55
-0.3% -$2.77K 0.04% 250
2024
Q1 		$890K Buy
16,763
+55
+0.3% +$2.77K 0.05% 229
2023
Q4 		$852K Hold
16,708
– – 0.05% 221
2023
Q3 		$690K Hold
16,708
– – 0.04% 214
2023
Q2 		$601K Sell
16,708
-4,272
-20% -$149K 0.04% 222
2023
Q1 		$733K Sell
20,980
-275
-1% -$10.8K 0.05% 190
2022
Q4 		$800K Buy
21,255
+3,879
+22% +$146K 0.06% 192
2022
Q3 		$605K Hold
17,376
– – 0.05% 219
2022
Q2 		$618K Hold
17,376
– – 0.04% 222
2022
Q1 		$816K Hold
17,376
– – 0.05% 207
2021
Q4 		$872K Hold
17,376
– – 0.05% 191
2021
Q3 		$758K Hold
17,376
– – 0.05% 197
2021
Q2 		$726K Hold
17,376
– – 0.05% 216
2021
Q1 		$679K Hold
17,376
– – 0.06% 195
2020
Q4 		$653K Buy
+17,376
New +$586K 0.06% 184

Other funds holding FNF

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $254M AUM 26.53% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $398M AUM 48.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return