Summit Global Investments’s Fidelity National Financial FNF Stock Holding History

Summit Global Investments’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	–	Sell	-50,920	Closed	-$2.86M	–	491
2024 Q4	$2.86M	Buy	+50,920	New	+$3.07M	0.18%	110
2024 Q2	–	Sell	-15,206	Closed	-$807K	–	524
2024 Q1	$807K	Buy	+15,206	New	+$766K	0.06%	252
2023 Q4	–	Sell	-39,620	Closed	-$1.64M	–	540
2023 Q3	$1.64M	Buy	+39,620	New	+$1.59M	0.11%	145
2023 Q2	–	Sell	-107,371	Closed	-$3.75M	–	570
2023 Q1	$3.75M	Sell	107,371 -79,329	-42%	-$3.12M	0.29%	87
2022 Q4	$7.02M	Buy	186,700 +25,309	+16%	+$950K	0.59%	37
2022 Q3	$5.62M	Buy	+161,391	New	+$6.03M	0.52%	53
2022 Q1	–	Sell	-32,081	Closed	-$1.61M	–	503
2021 Q4	$1.61M	Sell	32,081 -53,967	-63%	-$2.58M	0.1%	172
2021 Q3	$3.75M	Sell	86,048 -58,673	-41%	-$2.6M	0.28%	78
2021 Q2	$6.05M	Buy	144,721 +10,828	+8%	+$473K	0.36%	60
2021 Q1	$5.24M	Sell	133,893 -7,943	-6%	-$302K	0.34%	61
2020 Q4	$5.33M	Buy	+141,836	New	+$4.79M	0.53%	46

Other funds holding FNF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Summit Global Investments's FNF Position: Q1 2025 in Review

Summit Global Investments sold out of Fidelity National Financial (FNF) in Q1 2025, closing a stake of 50,920 shares — an estimated $2.86M sold.

Summit Global Investments first reported a position in FNF in Q4 2020 and held it in 11 quarters. The position peaked at $7.02M in Q4 2022. 797 funds tracked by Wall St. Rank hold FNF as of Q1 2025.

Summit Global Investments reported no remaining Fidelity National Financial position as of Q1 2025 after selling out during the quarter.
Summit Global Investments sold 50,920 Fidelity National Financial shares in Q1 2025, an estimated $2.86M.
Summit Global Investments first reported a position in Fidelity National Financial in Q4 2020 and held it in 11 quarters.
Summit Global Investments's Fidelity National Financial position peaked at $7.02M in Q4 2022.
797 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.