Heritage Trust Co
BankPosition in FNF — Fidelity National Financial, Inc.
CIK 1706028
OKLAHOMA CITY, OK
Position in FNF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$456,461
-$1,031 QoQ
Shares Held
9,679
-1.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#395
of 707 holders
Holding Since
Dec 2020
6 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, 2026Heritage Trust Co holds $456,461 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
|
9,679 | $456,461 |
All Filings in FNF
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $456,461 | 9,679 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $457,492 | 9,864 | Shares | Sole | 2026-05-13 | |
| 2024-12-31 | $214,117 | 3,814 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $202,523 | 3,814 | Shares | Sole | 2024-05-10 | |
| 2021-06-30 | $203,306 | 4,678 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $237,550 | 6,077 | Shares | Other | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||