JOURNEY STRATEGIC WEALTH LLC

Position in FNF — Fidelity National Financial, Inc.

CIK 1909316 SUMMIT, NJ

Position in FNF

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$701,587

-$168,847 QoQ

Shares Held

15,127

-5.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 14% None 86%

Financial Services · as of Mar 31, 2026

JOURNEY STRATEGIC WEALTH LLC holds $701,587 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	15,127	$701,587

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$701,587	15,127	-5.1%	Shares	Sole	2026-04-15
2025-12-31	$870,434	15,945	-1.1%	Shares	Sole	2026-02-13
2025-09-30	$975,337	16,124	+6.8%	Shares	Sole	2025-11-12
2025-06-30	$846,334	15,097	+4.2%	Shares	Sole	2025-08-12
2025-03-31	$942,485	14,482	+1.2%	Shares	Sole	2025-05-06
2024-12-31	$803,192	14,307	-0.1%	Shares	Sole	2025-01-24
2024-09-30	$888,511	14,317	+0.9%	Shares	Sole	2024-11-12
2024-06-30	$701,119	14,187	+6.1%	Shares	Sole	2024-08-14
2024-03-31	$709,787	13,367	-5.2%	Shares	Other	2024-05-13
2023-12-31	$719,177	14,096	-0.0%	Shares	Sole	2024-02-09
2023-09-30	$582,370	14,101	-0.0%	Shares	Sole	2023-11-08
2023-06-30	$507,671	14,102	-2.3%	Shares	Sole	2023-08-14
2023-03-31	$504,144	14,433	-2.0%	Shares	Sole	2023-05-12
2022-12-31	$553,877	14,723	+2.6%	Shares	Sole	2023-02-14
2022-09-30	$519,361	14,347	+1.9%	Shares	Sole	2022-11-14
2022-06-30	$520,286	14,077	0.0%	Shares	Sole	2022-08-15
2022-03-31	$687,521	14,077	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.