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 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

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ullmann Wealth Partners Group's FNF Position: Q2 2026 in Review

Ullmann Wealth Partners Group reduced its Fidelity National Financial (FNF) stake by 5.3% in Q2 2026, selling an estimated $60.7K and leaving 22,200 shares worth $1.05M. The position accounts for 0.1% of the portfolio, ranked #82.

Ullmann Wealth Partners Group first reported a position in FNF in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.2M in Q1 2025. 714 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

Ullmann Wealth Partners Group held 22,200 shares of Fidelity National Financial worth $1.05M as of Q2 2026.
Ullmann Wealth Partners Group sold 1,254 Fidelity National Financial shares in Q2 2026, an estimated $60.7K.
Fidelity National Financial made up 0.1% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #82 holding.
Ullmann Wealth Partners Group first reported a position in Fidelity National Financial in Q4 2019 and has held it in 27 quarters since.
Ullmann Wealth Partners Group's Fidelity National Financial position peaked at $2.2M in Q1 2025.
714 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.