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CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

FNF holding history

Fidelity National Financial, Inc. in every 13F filed by CWS Financial Advisors, LLC, 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)
7,766
Value
$366.2K
% of portfolio
0.1%
Quarters held
16
Since Q1 2021
Holdings of FNF by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,766$366.2K0.1%−282−3.5%ReducedHolders
Q1 20268,048$373.3K0.1%+361+4.7%AddedHolders
Q4 20257,687$419.6K0.1%+1,850+31.7%AddedHolders
Q3 20255,837$353.1K0.1%+1,312+29.0%AddedHolders
Q2 20254,525$253.7K0.1%+4,525NewHolders
Q1 20240$00.0%−11,817−100.0%Sold outHolders
Q4 202311,817$602.9K0.2%−937−7.3%ReducedHolders
Q3 202312,754$526.7K0.2%00.0%UnchangedHolders
Q2 202312,754$459.1K0.2%−114−0.9%ReducedHolders
Q1 202312,868$449.5K0.2%−1,370−9.6%ReducedHolders
Q4 202214,238$579.0K0.3%+1,485+11.6%AddedHolders
Q3 202212,753$462.0K0.2%00.0%UnchangedHolders
Q2 202212,753$471.0K0.2%−1,456−10.2%ReducedHolders
Q1 202214,209$694.0K0.3%−29−0.2%ReducedHolders
Q4 202114,238$743.0K0.3%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 202114,238$619.0K0.2%00.0%UnchangedHolders
Q1 202114,238$579.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.