Compound Planning, Inc.
Position in FNF — Fidelity National Financial, Inc.
CIK 1978879
NEW YORK, NY
Position in FNF
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$269,282
-$82,495 QoQ
Shares Held
5,710
-11.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#475
of 707 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in FNF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026Compound Planning, Inc. holds $758,493 across 3 Insurance - Specialty names. FNF ranks #1 (35.5% of the industry book) .
All Filings in FNF
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,282 | 5,710 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $351,777 | 6,444 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $420,102 | 6,945 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $331,931 | 5,921 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $529,426 | 8,135 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $337,513 | 6,012 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $387,068 | 6,237 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $201,435 | 4,076 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||