SP
FNF icon

SWS Partners’s Fidelity National Financial FNF Stock Holding History

SWS Partners’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 		$2.31M Buy
48,941
+79
+0.2% +$3.83K 0.5% 69
2026
Q1 		$2.27M Sell
48,862
-434,783
-90% -$22.6M 0.56% 63
2025
Q4 		$2.64M Buy
483,645
+435,281
+900% +$24.8M 0.64% 57
2025
Q3 		$2.93M Buy
48,364
+1,965
+4% +$114K 0.71% 51
2025
Q2 		$2.6M Sell
46,399
-214
-0.5% -$12.5K 0.7% 50
2025
Q1 		$3.03M Sell
46,613
-792
-2% -$47.6K 1% 34
2024
Q4 		$2.66M Sell
47,405
-1,882
-4% -$113K 0.81% 43
2024
Q3 		$3.06M Sell
49,287
-24,149
-33% -$1.36M 0.97% 28
2024
Q2 		$3.63M Sell
73,436
-696
-0.9% -$35K 1.08% 30
2024
Q1 		$3.94M Buy
74,132
+4,553
+7% +$229K 1.18% 24
2023
Q4 		$3.55M Sell
69,579
-2,622
-4% -$114K 1.16% 26
2023
Q3 		$2.98M Sell
72,201
-7,868
-10% -$315K 1.1% 29
2023
Q2 		$2.88M Buy
80,069
+1,453
+2% +$50.7K 1.04% 32
2023
Q1 		$2.75M Sell
78,616
-1,441
-2% -$56.7K 1.02% 29
2022
Q4 		$3.01M Buy
80,057
+7,950
+11% +$298K 1.43% 16
2022
Q3 		$2.51M Sell
72,107
-3,672
-5% -$137K 1.16% 20
2022
Q2 		$2.69M Buy
75,779
+12,285
+19% +$480K 2.27% 6
2022
Q1 		$2.99M Buy
63,494
+2,619
+4% +$125K 1.95% 10
2021
Q4 		$3.05M Sell
60,875
-653
-1% -$31.2K 1.74% 16
2021
Q3 		$2.68M Buy
61,528
+4,803
+8% +$213K 1.66% 18
2021
Q2 		$2.37M Sell
56,725
-5,856
-9% -$256K 1.54% 21
2021
Q1 		$2.45M Buy
62,581
+8,178
+15% +$311K 1.68% 15
2020
Q4 		$2.04M Buy
54,403
+2,401
+5% +$81K 0.91% 33
2020
Q3 		$1.57M Buy
52,002
+8,883
+21% +$278K 0.78% 37
2020
Q2 		$1.34M Sell
43,119
-12,130
-22% -$334K 1.71% 14
2020
Q1 		$1.32M Buy
+55,249
New +$2.17M 0.95% 33
2019
Q3 		$2.06M Buy
44,665
+621
+1% +$25.8K 1.22% 27
2019
Q2 		$1.81M Buy
+44,044
New +$1.66M 1.15% 26

Other funds holding FNF

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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VV
Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SWS Partners's FNF Position: Q2 2026 in Review

SWS Partners increased its Fidelity National Financial (FNF) stake by 0.16% in Q2 2026, buying an estimated $3.83K and bringing the position to 48,941 shares worth $2.31M. The position accounts for 0.5% of the portfolio, ranked #69.

SWS Partners first reported a position in FNF in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.94M in Q1 2024. 316 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

  • SWS Partners held 48,941 shares of Fidelity National Financial worth $2.31M as of Q2 2026.
  • SWS Partners bought 79 Fidelity National Financial shares in Q2 2026, an estimated $3.83K.
  • Fidelity National Financial made up 0.5% of SWS Partners's portfolio in Q2 2026, its #69 holding.
  • SWS Partners first reported a position in Fidelity National Financial in Q2 2019 and has held it in 28 quarters since.
  • SWS Partners's Fidelity National Financial position peaked at $3.94M in Q1 2024.
  • 316 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.