CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in FNF — Fidelity National Financial, Inc.
CIK 1766904
RICHMOND, VA
Position in FNF
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$44,374
+$3,934 QoQ
Shares Held
941
+7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#554
of 707 holders
Holding Since
Sep 2020
23 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, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $128,989 across 3 Insurance - Specialty names. FNF ranks #2 (34.4% of the industry book) .
All Filings in FNF
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,374 | 941 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $40,440 | 872 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $52,949 | 970 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $37,321 | 617 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $26,907 | 480 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $30,455 | 468 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $14,595 | 260 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $3,380,282 | 54,468 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $2,727,637 | 55,193 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $2,915,189 | 54,900 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $2,420,897 | 47,450 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $1,924,578 | 46,600 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $239,507 | 6,653 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $230,992 | 6,613 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $256,681 | 6,823 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $278,559 | 7,695 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $244,379 | 6,612 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $340,024 | 6,962 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $371,834 | 7,126 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $283,374 | 6,250 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $273,754 | 6,299 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $52,736 | 1,297 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $1,507,451 | 48,146 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||