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Synergy Investment Management’s Fidelity National Financial FNF Stock Holding History

Synergy Investment Management’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 		$29.8K Sell
623
-46
-7% -$2.23K 0.01% 460
2026
Q1 		$31K Buy
+669
New +$34.7K 0.01% 341
2025
Q2 		– Sell
-559
Closed -$36.4K – 255
2025
Q1 		$36.4K Buy
+559
New +$33.6K 0.02% 260

Other funds holding FNF

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Synergy Investment Management's FNF Position: Q2 2026 in Review

Synergy Investment Management reduced its Fidelity National Financial (FNF) stake by 6.9% in Q2 2026, selling an estimated $2.23K and leaving 623 shares worth $29.8K. The position accounts for 0.01% of the portfolio, ranked #460.

Synergy Investment Management first reported a position in FNF in Q1 2025 and has held it in 3 quarters since. The position peaked at $36.4K in Q1 2025. 710 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

  • Synergy Investment Management held 623 shares of Fidelity National Financial worth $29.8K as of Q2 2026.
  • Synergy Investment Management sold 46 Fidelity National Financial shares in Q2 2026, an estimated $2.23K.
  • Fidelity National Financial made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #460 holding.
  • Synergy Investment Management first reported a position in Fidelity National Financial in Q1 2025 and has held it in 3 quarters since.
  • Synergy Investment Management's Fidelity National Financial position peaked at $36.4K in Q1 2025.
  • 710 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.