Heritage Trust Co
- SEC CIK
- 0001706028
- Latest filing
- Aug 6, 2026
FNF holding history
Fidelity National Financial, Inc. in every 13F filed by Heritage Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
FNF overviewAll 13F holders of FNFFull Q2 2026 holdings
- Shares (Q2 2026)
- 9,679
- Value
- $456.5K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 9,679 | $456.5K | <0.1% | −185−1.9% | Reduced | Holders |
| Q1 2026 | 9,864 | $457.5K | <0.1% | +9,864 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −3,814−100.0% | Sold out | Holders |
| Q4 2024 | 3,814 | $214.1K | <0.1% | – | No prior filing | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −3,814−100.0% | Sold out | Holders |
| Q1 2024 | 3,814 | $202.5K | <0.1% | +3,814 | New | Holders |
| Q3 2021 | 0 | $0 | 0.0% | −4,678−100.0% | Sold out | Holders |
| Q2 2021 | 4,678 | $203.0K | <0.1% | +4,678 | New | Holders |