Valley Wealth Managers’s Fidelity National Financial FNF Stock Holding History

Valley Wealth Managers’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	$3.65M	Buy	77,381 +8,007	+12%	+$388K	0.21%	102
2026 Q1	$3.22M	Sell	69,374 -350	-0.5%	-$18.2K	0.21%	104
2025 Q4	$3.81M	Sell	69,724 -699	-1%	-$39.8K	0.24%	94
2025 Q3	$4.26M	Buy	70,423 +2,049	+3%	+$119K	0.28%	77
2025 Q2	$3.83M	Buy	68,374 +68,324	+136,648%	+$3.99M	0.28%	87
2025 Q1	$3.25K	Hold	50	–	–	﹤0.01%	306
2024 Q4	$2.81K	Hold	50	–	–	﹤0.01%	335
2024 Q3	$3.1K	Hold	50	–	–	﹤0.01%	337
2024 Q2	$2.47K	Buy	+50	New	+$2.52K	﹤0.01%	332

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

Valley Wealth Managers's FNF Position: Q2 2026 in Review

Valley Wealth Managers increased its Fidelity National Financial (FNF) stake by 12% in Q2 2026, buying an estimated $388K and bringing the position to 77,381 shares worth $3.65M. The position accounts for 0.21% of the portfolio, ranked #102.

Valley Wealth Managers first reported a position in FNF in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.26M in Q3 2025. 712 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

Valley Wealth Managers held 77,381 shares of Fidelity National Financial worth $3.65M as of Q2 2026.
Valley Wealth Managers bought 8,007 Fidelity National Financial shares in Q2 2026, an estimated $388K.
Fidelity National Financial made up 0.21% of Valley Wealth Managers's portfolio in Q2 2026, its #102 holding.
Valley Wealth Managers first reported a position in Fidelity National Financial in Q2 2024 and has held it in 9 quarters since.
Valley Wealth Managers's Fidelity National Financial position peaked at $4.26M in Q3 2025.
712 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.