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SVB Wealth’s Fidelity National Financial FNF Stock Holding History

SVB 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
2025
Q2 		– Sell
-633
Closed -$41.2K – 923
2025
Q1 		$41.2K Buy
+633
New +$38K ﹤0.01% 583
2020
Q2 		– Sell
-21,068
Closed -$504K – 657
2020
Q1 		$504K Sell
21,068
-5,159
-20% -$203K 0.01% 319
2019
Q4 		$1.14M Sell
26,227
-5,606
-18% -$249K 0.02% 285
2019
Q3 		$1.36M Sell
31,833
-2,160
-6% -$89.8K 0.03% 242
2019
Q2 		$1.32M Buy
33,993
+956
+3% +$36K 0.04% 247
2019
Q1 		$1.16M Sell
33,037
-3,526
-10% -$118K 0.05% 210
2018
Q4 		$1.1M Sell
36,563
-4,039
-10% -$130K 0.05% 213
2018
Q3 		$1.54M Sell
40,602
-732
-2% -$27.9K 0.05% 205
2018
Q2 		$1.5M Buy
+41,334
New +$1.51M 0.06% 200

Other funds holding FNF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SVB Wealth's FNF Position: Q2 2025 in Review

SVB Wealth sold out of Fidelity National Financial (FNF) in Q2 2025, closing a stake of 633 shares — an estimated $41.2K sold.

SVB Wealth first reported a position in FNF in Q2 2018 and held it in 9 quarters. The position peaked at $1.54M in Q3 2018. 728 funds tracked by Wall St. Rank hold FNF as of Q2 2025.

  • SVB Wealth reported no remaining Fidelity National Financial position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 633 Fidelity National Financial shares in Q2 2025, an estimated $41.2K.
  • SVB Wealth first reported a position in Fidelity National Financial in Q2 2018 and held it in 9 quarters.
  • SVB Wealth's Fidelity National Financial position peaked at $1.54M in Q3 2018.
  • 728 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.