Ullmann Wealth Partners Group
FNF icon

Ullmann Wealth Partners Group’s Fidelity National Financial FNF Stock Holding History

Ullmann Wealth Partners Group’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
Q3 		$814K Sell
21,070
-1,130
-5% -$53.7K 0.07% 84
2026
Q2 		$1.05M Sell
22,200
-1,254
-5% -$60.7K 0.1% 82
2026
Q1 		$1.09M Sell
23,454
-11,202
-32% -$582K 0.11% 74
2025
Q4 		$1.91M Hold
34,656
– – 0.2% 50
2025
Q3 		$2.1M Sell
34,656
-3,978
-10% -$231K 0.23% 49
2025
Q2 		$2.17M Buy
38,634
+4,758
+14% +$278K 0.26% 46
2025
Q1 		$2.2M Hold
33,876
– – 0.29% 40
2024
Q4 		$1.9M Hold
33,876
– – 0.25% 40
2024
Q3 		$2.1M Hold
33,876
– – 0.27% 39
2024
Q2 		$1.67M Hold
33,876
– – 0.24% 39
2024
Q1 		$1.8M Buy
33,876
+3,234
+11% +$163K 0.27% 40
2023
Q4 		$1.56M Hold
30,642
– – 0.26% 38
2023
Q3 		$1.27M Hold
30,642
– – 0.24% 34
2023
Q2 		$1.1M Hold
30,642
– – 0.22% 41
2023
Q1 		$1.07M Buy
30,642
+4,897
+19% +$193K 0.24% 35
2022
Q4 		$969K Sell
25,745
-1,030
-4% -$38.7K 0.24% 35
2022
Q3 		$932K Hold
26,775
– – 0.26% 32
2022
Q2 		$952K Hold
26,775
– – 0.26% 35
2022
Q1 		$1.26M Buy
26,775
+4,928
+23% +$236K 0.32% 31
2021
Q4 		$1.1M Hold
21,847
– – 0.29% 32
2021
Q3 		$952K Hold
21,847
– – 0.38% 30
2021
Q2 		$913K Sell
21,847
-2,213
-9% -$96.6K 0.38% 34
2021
Q1 		$941K Sell
24,060
-7,684
-24% -$292K 0.42% 32
2020
Q4 		$1.19M Hold
31,744
– – 0.6% 25
2020
Q3 		$956K Hold
31,744
– – 0.55% 24
2020
Q2 		$936K Buy
31,744
+1
+0% +$28 0.58% 23
2020
Q1 		$759K Buy
31,743
+3,492
+12% +$137K 0.57% 23
2019
Q4 		$1.23M Buy
+28,251
New +$1.25M 0.75% 19

Other funds holding FNF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Ullmann Wealth Partners Group's FNF Position: Q3 2026 in Review

Ullmann Wealth Partners Group reduced its Fidelity National Financial (FNF) stake by 5.1% in Q3 2026, selling an estimated $53.7K and leaving 21,070 shares worth $814K. The position accounts for 0.07% of the portfolio, ranked #84.

Ullmann Wealth Partners Group first reported a position in FNF in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.2M in Q1 2025. 339 funds tracked by Wall St. Rank hold FNF as of Q3 2026.

  • Ullmann Wealth Partners Group held 21,070 shares of Fidelity National Financial worth $814K as of Q3 2026.
  • Ullmann Wealth Partners Group sold 1,130 Fidelity National Financial shares in Q3 2026, an estimated $53.7K.
  • Fidelity National Financial made up 0.07% of Ullmann Wealth Partners Group's portfolio in Q3 2026, its #84 holding.
  • Ullmann Wealth Partners Group first reported a position in Fidelity National Financial in Q4 2019 and has held it in 28 quarters since.
  • Ullmann Wealth Partners Group's Fidelity National Financial position peaked at $2.2M in Q1 2025.
  • 339 funds tracked by Wall St. Rank held Fidelity National Financial as of Q3 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2026, filed 2 Nov 2026.