Robertson Stephens Wealth Management, LLC
Position in FNF — Fidelity National Financial, Inc.
CIK 1767307
San Francisco, CA
Position in FNF
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$343,277
+$5,724 QoQ
Shares Held
7,279
+0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#437
of 707 holders
Holding Since
Sep 2023
12 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, 2026Robertson Stephens Wealth Management, LLC holds $343,277 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
|
7,279 | $343,277 |
All Filings in FNF
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,277 | 7,279 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $337,553 | 7,278 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $398,943 | 7,308 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $440,246 | 7,278 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $411,088 | 7,333 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $477,231 | 7,333 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $411,674 | 7,333 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $451,672 | 7,278 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $370,402 | 7,495 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $385,505 | 7,260 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $359,588 | 7,048 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $291,082 | 7,048 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||