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West Branch Capital’s Fidelity National Financial FNF Stock Holding History

West Branch Capital’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
2025
Q2 		– Sell
-2
Closed -$131 – 495
2025
Q1 		$131 Hold
2
– – ﹤0.01% 501
2024
Q4 		$113 Hold
2
– – ﹤0.01% 522
2024
Q3 		$125 Buy
+2
New +$112 ﹤0.01% 513
2022
Q4 		– Sell
-229
Closed -$8K – 465
2022
Q3 		$8K Hold
229
– – 0.01% 300
2022
Q2 		$8K Hold
229
– – ﹤0.01% 293
2022
Q1 		$11K Hold
229
– – 0.01% 288
2021
Q4 		$11K Buy
+229
New +$11K ﹤0.01% 313

Other funds holding FNF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

West Branch Capital's FNF Position: Q2 2025 in Review

West Branch Capital sold out of Fidelity National Financial (FNF) in Q2 2025, closing a stake of 2 shares — an estimated $131 sold.

West Branch Capital first reported a position in FNF in Q4 2021 and held it in 7 quarters. The position peaked at $11K in Q1 2022. 726 funds tracked by Wall St. Rank hold FNF as of Q2 2025.

  • West Branch Capital reported no remaining Fidelity National Financial position as of Q2 2025 after selling out during the quarter.
  • West Branch Capital sold 2 Fidelity National Financial shares in Q2 2025, an estimated $131.
  • West Branch Capital first reported a position in Fidelity National Financial in Q4 2021 and held it in 7 quarters.
  • West Branch Capital's Fidelity National Financial position peaked at $11K in Q1 2022.
  • 726 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2025.

Based on West Branch Capital's 13F filing for Q2 2025, filed 16 Jul 2025.