CreativeOne Wealth, LLC
Position in FNF — Fidelity National Financial, Inc.
CIK 1739728
OVERLAND PARK, KS
Position in FNF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$262,822
-$43,146 QoQ
Shares Held
5,573
-15.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#478
of 707 holders
Holding Since
Jun 2021
21 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, 2026CreativeOne Wealth, LLC holds $262,822 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
|
5,573 | $262,822 |
All Filings in FNF
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,822 | 5,573 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $305,968 | 6,597 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $509,160 | 9,327 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $609,254 | 10,072 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $620,022 | 11,060 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $690,043 | 10,603 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $591,827 | 10,542 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $647,658 | 10,436 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $334,474 | 6,768 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $537,849 | 10,129 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $335,303 | 6,572 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $310,038 | 7,507 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $567,323 | 15,759 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $642,851 | 18,404 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $525,061 | 13,957 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $366,199 | 10,116 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $263,007 | 7,116 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $580,659 | 11,889 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $615,723 | 11,800 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $376,366 | 8,301 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $288,878 | 6,647 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||