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Creative Planning

Position in FNF — Fidelity National Financial, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in FNF

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$3,618,351
+$792,418 QoQ
Shares Held
76,725
+25.9% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#183
of 709 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in FNF Over Time

Shares Held

Position Value (USD)

Position in Insurance - Specialty

Financial Services · as of Jun 30, 2026

Creative Planning holds $51,650,051 across 12 Insurance - Specialty names. FNF ranks #8 (7.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
8 FNF
Fidelity National Financial, Inc.
This page
76,725 $3,618,351

All Filings in FNF

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,618,351 76,725
2026-03-31 $2,825,933 60,930
2025-12-31 $4,712,918 86,333
2025-09-30 $3,467,949 57,331
2025-06-30 $1,431,436 25,534
2025-03-31 $1,689,152 25,955
2024-12-31 $1,384,522 24,662
2024-09-30 $1,545,478 24,903
2024-06-30 $1,302,314 26,352
2024-03-31 $1,487,064 28,005
2023-12-31 $1,212,642 23,768
2023-09-30 $953,574 23,089
2023-06-30 $758,446 21,068
2023-03-31 $681,728 19,517
2022-12-31 $815,751 21,684
2022-09-30 $740,399 20,453
2022-06-30 $713,809 19,313
2022-03-31 $1,021,343 20,912
2021-12-31 $961,207 18,421
2021-09-30 $837,383 18,469
2021-06-30 $459,285 10,568
2021-03-31 $784,778 19,301
2020-12-31 $709,288 18,145
2020-09-30 $829,370 26,489
2020-06-30 $802,893 26,187
2020-03-31 $908,841 36,529