Summit Trail Advisors’s Fidelity National Financial FNF Stock Holding History

Summit Trail Advisors’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	$1.09M	Buy	23,035 +7,826	+51%	+$379K	0.01%	955
2026 Q1	$705K	Buy	15,209 +2,093	+16%	+$109K	0.01%	1055
2025 Q4	$716K	Sell	13,116 -34	-0.3%	-$1.94K	0.01%	973
2025 Q3	$795K	Buy	+13,150	New	+$764K	0.01%	939
2025 Q2	–	Sell	-3,859	Closed	-$251K	–	1128
2025 Q1	$251K	Buy	+3,859	New	+$232K	0.01%	350
2018 Q1	–	Sell	-14	Closed	-$1K	–	870
2017 Q4	$1K	Buy	+14	New	+$511	﹤0.01%	1790

Other funds holding FNF

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Trail Advisors's FNF Position: Q2 2026 in Review

Summit Trail Advisors increased its Fidelity National Financial (FNF) stake by 51% in Q2 2026, buying an estimated $379K and bringing the position to 23,035 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #955.

Summit Trail Advisors first reported a position in FNF in Q4 2017 and has held it in 6 quarters since. 712 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

Summit Trail Advisors held 23,035 shares of Fidelity National Financial worth $1.09M as of Q2 2026.
Summit Trail Advisors bought 7,826 Fidelity National Financial shares in Q2 2026, an estimated $379K.
Fidelity National Financial made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #955 holding.
Summit Trail Advisors first reported a position in Fidelity National Financial in Q4 2017 and has held it in 6 quarters since.
712 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.