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

West Oak 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 Q3	$3.93K	Hold	6,500	–	–	0.16%	87
2025 Q2	$3.64K	Sell	6,500 -28,698	-82%	-$1.68M	0.14%	91
2025 Q1	$22.9K	Hold	35,198	–	–	0.89%	35
2024 Q4	$19.8M	Hold	35,198	–	–	0.7%	41
2024 Q3	$21.8K	Hold	35,198	–	–	0.41%	41
2024 Q2	$1.74M	Hold	35,198	–	–	0.7%	45
2024 Q1	$1.87M	Hold	35,198	–	–	0.79%	43
2023 Q4	$1.75M	Hold	35,198	–	–	0.82%	39
2023 Q3	$1.45M	Hold	35,198	–	–	0.72%	48
2023 Q2	$1.27M	Hold	35,198	–	–	0.62%	58
2023 Q1	$1.23M	Hold	35,198	–	–	0.62%	56
2022 Q4	$1.32M	Sell	35,198 -1,408	-4%	-$52.8K	0.69%	52
2022 Q3	$1.27M	Hold	36,606	–	–	0.69%	57
2022 Q2	$1.3M	Hold	36,606	–	–	0.68%	55
2022 Q1	$1.72M	Hold	36,606	–	–	0.78%	50
2021 Q4	$1.84M	Hold	36,606	–	–	0.68%	49
2021 Q3	$1.6M	Hold	36,606	–	–	0.62%	58
2021 Q2	$1.53M	Hold	36,606	–	–	0.6%	58
2021 Q1	$1.43M	Hold	36,606	–	–	0.61%	56
2020 Q4	$1.38M	Hold	36,606	–	–	0.64%	55
2020 Q3	$1.1M	Hold	36,606	–	–	0.61%	56
2020 Q2	$1.08M	Hold	36,606	–	–	0.61%	60
2020 Q1	$876K	Hold	36,606	–	–	0.6%	56
2019 Q4	$1.6M	Hold	36,606	–	–	0.9%	47
2019 Q3	$1.56M	Hold	36,606	–	–	0.92%	48
2019 Q2	$1.42M	Hold	36,606	–	–	0.85%	52
2019 Q1	$1.29M	Hold	36,606	–	–	0.8%	51
2018 Q4	$1.11M	Hold	36,606	–	–	0.79%	51
2018 Q3	$1.39M	Hold	36,606	–	–	0.8%	54
2018 Q2	$1.32M	Hold	36,606	–	–	0.81%	52
2018 Q1	$1.41M	Hold	36,606	–	–	0.84%	45
2017 Q4	$1.38M	Sell	36,606 -14,093	-28%	-$514K	0.85%	50
2017 Q3	$1.67M	Hold	50,699	–	–	0.99%	32
2017 Q2	$1.58M	Hold	50,699	–	–	0.96%	37
2017 Q1	$1.37M	Hold	50,699	–	–	0.84%	46
2016 Q4	$1.2M	Hold	50,699	–	–	0.8%	50
2016 Q3	$1.3M	Hold	50,699	–	–	0.9%	46
2016 Q2	$1.32M	Hold	50,699	–	–	0.95%	43
2016 Q1	$1.19M	Hold	50,699	–	–	0.92%	47
2015 Q4	$1.22M	Hold	50,699	–	–	0.95%	45
2015 Q3	$1.25M	Hold	50,699	–	–	1.01%	36
2015 Q2	$1.3M	Hold	50,699	–	–	0.97%	41
2015 Q1	$1.29M	Hold	50,699	–	–	0.95%	44
2014 Q4	$1.21M	Hold	50,699	–	–	0.88%	49
2014 Q3	$976K	Sell	50,699 -10,951	-18%	-$212K	0.73%	56
2014 Q2	$1.15M	Hold	61,650	–	–	0.84%	50
2014 Q1	$1.11M	Buy	61,650 +3,674	+6%	+$66.3K	0.81%	52
2013 Q4	$1.07M	Hold	57,976	–	–	0.79%	54
2013 Q3	$880K	Hold	57,976	–	–	0.69%	58
2013 Q2	$788K	Buy	+57,976	New	+$842K	0.66%	58

Other funds holding FNF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

West Oak Capital's FNF Position: Q3 2025 in Review

West Oak Capital held its Fidelity National Financial (FNF) position steady in Q3 2025 at 6,500 shares worth $3.93K. The position accounts for 0.16% of the portfolio, ranked #87.

West Oak Capital first reported a position in FNF in Q2 2013 and has held it in 50 quarters since. The position peaked at $19.8M in Q4 2024. 733 funds tracked by Wall St. Rank hold FNF as of Q3 2025.

West Oak Capital held 6,500 shares of Fidelity National Financial worth $3.93K as of Q3 2025.
West Oak Capital left its Fidelity National Financial share count unchanged in Q3 2025.
Fidelity National Financial made up 0.16% of West Oak Capital's portfolio in Q3 2025, its #87 holding.
West Oak Capital first reported a position in Fidelity National Financial in Q2 2013 and has held it in 50 quarters since.
West Oak Capital's Fidelity National Financial position peaked at $19.8M in Q4 2024.
733 funds tracked by Wall St. Rank held Fidelity National Financial as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.