Waverly Advisors’s Fidelity National Financial FNF Stock Holding History

Waverly Advisors’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	$273K	Buy	+5,784	New	+$280K	﹤0.01%	1465
2026 Q1	–	Sell	-4,608	Closed	-$252K	–	1642
2025 Q4	$252K	Buy	4,608 +12	+0.3%	+$683	﹤0.01%	1288
2025 Q3	$278K	Buy	+4,596	New	+$267K	﹤0.01%	1070
2014 Q3	–	Sell	-282	Closed	-$5K	–	773
2014 Q2	$5K	Buy	+282	New	+$5.28K	﹤0.01%	579

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

Waverly Advisors's FNF Position: Q2 2026 in Review

Waverly Advisors opened a new position in Fidelity National Financial (FNF) in Q2 2026: 5,784 shares worth $273K. The stake represents ﹤0.01% of the portfolio and ranks #1465 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in FNF as recently as Q4 2025.

Waverly Advisors first reported a position in FNF in Q2 2014 and has held it in 4 quarters since. The position peaked at $278K in Q3 2025. 712 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

Waverly Advisors held 5,784 shares of Fidelity National Financial worth $273K as of Q2 2026.
Fidelity National Financial was a new Waverly Advisors position in Q2 2026.
Fidelity National Financial made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1465 holding.
Waverly Advisors first reported a position in Fidelity National Financial in Q2 2014 and has held it in 4 quarters since.
Waverly Advisors's Fidelity National Financial position peaked at $278K in Q3 2025.
712 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.