Capital Advisors Wealth Management, LLC
Position in FNF — Fidelity National Financial, Inc.
CIK 1824700
YAKIMA, WA
Position in FNF
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,808,849
-$6,138 QoQ
Shares Held
59,560
-1.9% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#204
of 707 holders
Holding Since
Mar 2021
22 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, 2026Capital Advisors Wealth Management, LLC holds $2,808,849 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
|
59,560 | $2,808,849 |
All Filings in FNF
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,808,849 | 59,560 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,814,987 | 60,694 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,284,516 | 60,167 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,687,045 | 60,953 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $3,323,966 | 59,293 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,757,982 | 57,744 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,549,764 | 45,418 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,761,607 | 44,499 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,155,700 | 43,620 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,061,819 | 38,829 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,959,065 | 38,398 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,584,391 | 38,363 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,333,907 | 37,053 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,195,618 | 34,229 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,277,724 | 33,964 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,129,296 | 31,196 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $580,346 | 15,702 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $778,217 | 15,934 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $839,471 | 16,088 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $731,197 | 16,127 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $697,316 | 16,045 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $660,521 | 16,245 | Shares | Sole | 2021-04-20 | |
| No filing history on record for this holder in this stock. | ||||||