Ullmann Wealth Partners Group, LLC
Position in FNF — Fidelity National Financial, Inc.
CIK 1697725
JACKSONVILLE BEACH, FL
Position in FNF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,046,952
-$40,844 QoQ
Shares Held
22,200
-5.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#294
of 707 holders
Holding Since
Mar 2020
26 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, 2026Ullmann Wealth Partners Group, LLC holds $1,046,952 across 1 Insurance - Specialty name. FNF ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FNF |
Fidelity National Financial, Inc.
This page
|
22,200 | $1,046,952 |
All Filings in FNF
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,046,952 | 22,200 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,087,796 | 23,454 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,891,871 | 34,656 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,096,340 | 34,656 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,165,822 | 38,634 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,204,651 | 33,876 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,901,797 | 33,876 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,102,344 | 33,876 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,674,151 | 33,876 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,798,815 | 33,876 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,563,354 | 30,642 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,265,513 | 30,642 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,103,111 | 30,642 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,070,324 | 30,642 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $968,526 | 25,745 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $931,970 | 25,745 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $951,536 | 25,745 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,257,386 | 25,745 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,096,145 | 21,007 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $952,456 | 21,007 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $912,965 | 21,007 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $940,668 | 23,135 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,193,145 | 30,523 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $955,675 | 30,523 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $935,835 | 30,523 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $759,387 | 30,522 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||