Planning Strategies Inc.

Position in FNF — Fidelity National Financial, Inc.

CIK 2139665 LANCASTER, PA

Position in FNF

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$330

New position

Shares Held

7

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#694

of 707 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Planning Strategies Inc. holds $2,526 across 4 Insurance - Specialty names. FNF ranks #4 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RYAN	Ryan Specialty Holdings, Inc.	35	$1,321
2	AXS	Axis Capital Holdings Ltd	5	$537
3	MTG	Mgic Investment Corp	12	$338
4	FNF	Fidelity National Financial, Inc. This page	7	$330

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$330	7	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.