Pinnacle Wealth Planning Services, Inc.
Position in FNF — Fidelity National Financial, Inc.
CIK 1726752
MANSFIELD, OH
Position in FNF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$93,235
-$42,101 QoQ
Shares Held
1,977
-32.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#527
of 707 holders
Holding Since
Dec 2020
4 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, 2026Pinnacle Wealth Planning Services, Inc. holds $658,719 across 12 Insurance - Specialty names. FNF ranks #2 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RDN |
Radian Group Inc
|
5,877 | $221,386 | |
| 2 | FNF |
Fidelity National Financial, Inc.
This page
|
1,977 | $93,235 | |
| 3 | EIG |
Employers Holdings, Inc.
|
1,694 | $85,513 | |
| 4 | NMIH |
NMI Holdings, Inc.
|
1,605 | $65,949 | |
| 5 | ESNT |
Essent Group Ltd.
|
756 | $48,595 | |
| 6 | ACT |
Enact Holdings, Inc.
|
956 | $43,698 | |
| 7 | AXS |
Axis Capital Holdings Ltd
|
365 | $39,215 | |
| 8 | AGO |
Assured Guaranty Ltd
|
324 | $25,971 |
All Filings in FNF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,235 | 1,977 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $135,336 | 2,918 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $143,790 | 2,634 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $52,223 | 1,336 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||