Summit Securities Group’s Fidelity National Financial FNF Stock Holding History

Summit Securities Group’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 Q3	–	Sell	-2,422	Closed	-$136K	–	1132
2025 Q2	$136K	Buy	+2,422	New	+$142K	0.03%	316
2023 Q1	–	Sell	-8,014	Closed	-$301K	–	981
2022 Q4	$301K	Buy	+8,014	New	+$301K	0.01%	379
2022 Q3	–	Sell	-1,872	Closed	-$67K	–	1005
2022 Q2	$67K	Hold	1,872	–	–	0.01%	483
2022 Q1	$88K	Buy	+1,872	New	+$89.5K	0.01%	532
2021 Q3	–	Sell	-7,176	Closed	-$300K	–	761
2021 Q2	$300K	Buy	7,176 +728	+11%	+$31.8K	0.02%	528
2021 Q1	$252K	Buy	+6,448	New	+$245K	0.03%	481
2015 Q4	–	Sell	-6,705	Closed	-$138K	–	335
2015 Q3	$138K	Buy	6,705 +1,664	+33%	+$43.6K	0.1%	98
2015 Q2	$129K	Buy	+5,041	New	+$130K	0.06%	105
2014 Q3	–	Sell	-350	Closed	-$7K	–	738
2014 Q2	$7K	Buy	+350	New	+$6.55K	﹤0.01%	424

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Summit Securities Group's FNF Position: Q3 2025 in Review

Summit Securities Group sold out of Fidelity National Financial (FNF) in Q3 2025, closing a stake of 2,422 shares — an estimated $136K sold.

Summit Securities Group first reported a position in FNF in Q2 2014 and held it in 9 quarters. The position peaked at $301K in Q4 2022. 732 funds tracked by Wall St. Rank hold FNF as of Q3 2025.

Summit Securities Group reported no remaining Fidelity National Financial position as of Q3 2025 after selling out during the quarter.
Summit Securities Group sold 2,422 Fidelity National Financial shares in Q3 2025, an estimated $136K.
Summit Securities Group first reported a position in Fidelity National Financial in Q2 2014 and held it in 9 quarters.
Summit Securities Group's Fidelity National Financial position peaked at $301K in Q4 2022.
732 funds tracked by Wall St. Rank held Fidelity National Financial as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.