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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ullmann Wealth Partners Group's FNF Position: Q1 2026 in Review

Ullmann Wealth Partners Group reduced its Fidelity National Financial (FNF) stake by 32% in Q1 2026, selling an estimated $582K and leaving 23,454 shares worth $1.09M. The position accounts for 0.11% of the portfolio, ranked #74.

Ullmann Wealth Partners Group first reported a position in FNF in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.2M in Q1 2025. 722 funds tracked by Wall St. Rank hold FNF as of Q1 2026.

  • Ullmann Wealth Partners Group held 23,454 shares of Fidelity National Financial worth $1.09M as of Q1 2026.
  • Ullmann Wealth Partners Group sold 11,202 Fidelity National Financial shares in Q1 2026, an estimated $582K.
  • Fidelity National Financial made up 0.11% of Ullmann Wealth Partners Group's portfolio in Q1 2026, its #74 holding.
  • Ullmann Wealth Partners Group first reported a position in Fidelity National Financial in Q4 2019 and has held it in 26 quarters since.
  • Ullmann Wealth Partners Group's Fidelity National Financial position peaked at $2.2M in Q1 2025.
  • 722 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q1 2026, filed 13 Apr 2026.