Avantra Family Wealth, Inc.
Position in FNF — Fidelity National Financial, Inc.
CIK 1774744
MECHANICSBURG, PA
Position in FNF
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$389,117
+$7,596 QoQ
Shares Held
8,251
+0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#417
of 707 holders
Holding Since
Dec 2024
7 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, 2026Avantra Family Wealth, Inc. holds $389,117 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
|
8,251 | $389,117 |
All Filings in FNF
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,117 | 8,251 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $381,521 | 8,226 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $439,176 | 8,045 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $475,330 | 7,858 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $455,655 | 8,128 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $518,037 | 7,960 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $457,877 | 8,156 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||