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

Tortoise 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
2025
Q4 		– Sell
-68
Closed -$4.11K – 679
2025
Q3 		$4.11K Buy
+68
New +$3.95K ﹤0.01% 729
2013
Q3 		– Sell
-307
Closed -$4K – 377
2013
Q2 		$4K Buy
+307
New +$4.46K ﹤0.01% 302

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WPL
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Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tortoise Investment Management's FNF Position: Q4 2025 in Review

Tortoise Investment Management sold out of Fidelity National Financial (FNF) in Q4 2025, closing a stake of 68 shares — an estimated $4.11K sold.

Tortoise Investment Management first reported a position in FNF in Q2 2013 and held it in 2 quarters. The position peaked at $4.11K in Q3 2025. 777 funds tracked by Wall St. Rank hold FNF as of Q4 2025.

  • Tortoise Investment Management reported no remaining Fidelity National Financial position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 68 Fidelity National Financial shares in Q4 2025, an estimated $4.11K.
  • Tortoise Investment Management first reported a position in Fidelity National Financial in Q2 2013 and held it in 2 quarters.
  • Tortoise Investment Management's Fidelity National Financial position peaked at $4.11K in Q3 2025.
  • 777 funds tracked by Wall St. Rank held Fidelity National Financial as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.