EP Wealth Advisors, LLC
Position in FNF — Fidelity National Financial, Inc.
CIK 1540569
TORRANCE, CA
Position in FNF
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,648,298
-$410,782 QoQ
Shares Held
35,539
-5.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FNF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $1,719,221 across 3 Insurance - Specialty names.
All Filings in FNF
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,648,298 | 35,539 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,059,080 | 37,719 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $2,025,111 | 36,124 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,426,704 | 37,288 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,020,477 | 35,990 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,174,457 | 35,038 | Shares | Sole | 2024-11-15 | |
| 2024-03-31 | $289,394 | 5,450 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $220,253 | 4,317 | Shares | Sole | 2024-02-28 | |
| No filing history on record for this holder in this stock. | ||||||