피델리티 내셔널 파이낸셜, Inc.
MX ˙ BMV ˙ US31620R3030
SecurityMX:FNF / Fidelity National Financial, Inc.
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership4,875 shares
Latest Disclosed Value $ 226,103
EverSource Wealth Advisors, LLC reports 29.28% decrease in ownership of FNF / Fidelity National Financial, Inc.

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 4,875 shares of Fidelity National Financial, Inc. (MX:FNF) valued at $226,103 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 6,893 shares of Fidelity National Financial, Inc.. This represents a change in shares of -29.28% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F/A-1 FIDELITY NATL FINL INC COM SHS Stock 31620R303 4,875 -2,018 -29.28 226 -39.89 0.0010
2026-05-14 2026-03-31 13F FIDELITY NATL FINL INC COM SHS Stock 31620R303 1,874 -5,019 112 0.0034
2026-02-06 2025-12-31 13F FIDELITY NATIONAL FINANCIAL IN COM SHS Stock 31620R303 6,893 1,808 35.56 376 22.48 0.0138
2025-11-10 2025-09-30 13F FIDELITY NATIONAL FINANCIAL IN COM SHS Stock 31620R303 5,085 1,518 42.56 308 54.27 0.0122
2025-08-13 2025-06-30 13F FIDELITY NATIONAL FINANCIAL IN COM SHS Stock 31620R303 3,567 2,044 134.21 200 101.01 0.0090
2025-05-13 2025-03-31 13F FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM Stock 31620R303 1,523 204 15.47 99 33.78 0.0054
2025-02-10 2024-12-31 13F FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM Stock 31620R303 1,319 -173 -11.60 74 -19.57 0.0042
2024-11-08 2024-09-30 13F FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM Stock 31620R303 1,492 -274 -15.52 93 -5.15 0.0059
2024-08-13 2024-06-30 13F FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM Stock 31620R303 1,766 213 13.72 98 27.63 0.0065
2024-06-11 2024-03-31 13F/A-1 FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM Stock 31620R303 1,553 41 2.71 77 -1.30 0.0060
2024-05-13 2024-03-31 13F FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM Stock 31620R303 1,512 0 77 0.0027
2024-02-09 2023-12-31 13F FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM Stock 31620R303 1,512 20 1.34 77 26.23 0.0071
2023-11-03 2023-09-30 13F FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM Stock 31620R303 1,492 0 0.00 62 15.09 0.0065
2023-08-04 2023-06-30 13F FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM Stock 31620R303 1,492 -12 -0.80 54 1.92 0.0059
2023-05-11 2023-03-31 13F FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM Stock 31620R303 1,504 732 94.82 53 79.31 0.0065
2023-02-09 2022-12-31 13F FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM Stock 31620R303 772 -2,167 -73.73 29 -72.64 0.0044
2022-11-07 2022-09-30 13F FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM Stock 31620R303 2,939 2,155 274.87 106 265.52 0.0243
2022-08-01 2022-06-30 13F FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM Stock 31620R303 784 -3 -0.38 29 -23.68 0.0075
2022-05-25 2022-03-31 13F FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM Stock 31620R303 787 0 0.00 38 -7.32 0.0096
2022-02-17 2021-12-31 13F/A-1 FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM Stock 31620R303 787 787 41 0.0115
2022-02-07 2021-12-31 13F FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM Stock 31620R303 787 787 41 0.0115
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.