VWM
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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
Q3 		$4.76M Buy
123,280
+45,899
+59% +$2.18M 0.27% 81
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

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Valley Wealth Managers's FNF Position: Q3 2026 in Review

Valley Wealth Managers increased its Fidelity National Financial (FNF) stake by 59% in Q3 2026, buying an estimated $2.18M and bringing the position to 123,280 shares worth $4.76M. The position accounts for 0.27% of the portfolio, ranked #81.

Valley Wealth Managers first reported a position in FNF in Q2 2024 and has held it in 10 quarters since. 30 funds tracked by Wall St. Rank hold FNF as of Q3 2026.

  • Valley Wealth Managers held 123,280 shares of Fidelity National Financial worth $4.76M as of Q3 2026.
  • Valley Wealth Managers bought 45,899 Fidelity National Financial shares in Q3 2026, an estimated $2.18M.
  • Fidelity National Financial made up 0.27% of Valley Wealth Managers's portfolio in Q3 2026, its #81 holding.
  • Valley Wealth Managers first reported a position in Fidelity National Financial in Q2 2024 and has held it in 10 quarters since.
  • 30 funds tracked by Wall St. Rank held Fidelity National Financial as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.