AWM
FAF icon

Adams Wealth Management’s First American FAF Stock Holding History

Adams Wealth Management’s Portfolio FAF Stock Details FAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,983
Closed -$721K – 185
2025
Q1 		$721K Buy
10,983
+207
+2% +$13.1K 0.14% 84
2024
Q4 		$673K Buy
10,776
+1,608
+18% +$105K 0.13% 79
2024
Q3 		$605K Sell
9,168
-685
-7% -$41.8K 0.13% 79
2024
Q2 		$532K Sell
9,853
-2,299
-19% -$128K 0.12% 81
2024
Q1 		$742K Sell
12,152
-138
-1% -$8.15K 0.18% 70
2023
Q4 		$792K Sell
12,290
-630
-5% -$35.9K 0.23% 64
2023
Q3 		$730K Buy
12,920
+605
+5% +$36.3K 0.25% 63
2023
Q2 		$702K Buy
12,315
+169
+1% +$9.54K 0.22% 70
2023
Q1 		$676K Buy
12,146
+1,739
+17% +$99.9K 0.22% 73
2022
Q4 		$545K Buy
10,407
+1,246
+14% +$63.1K 0.19% 72
2022
Q3 		$422K Sell
9,161
-1,310
-13% -$70.8K 0.16% 69
2022
Q2 		$554K Buy
10,471
+482
+5% +$28.1K 0.21% 50
2022
Q1 		$647K Sell
9,989
-1,494
-13% -$106K 0.21% 39
2021
Q4 		$898K Sell
11,483
-1,184
-9% -$88.4K 0.26% 30
2021
Q3 		$849K Sell
12,667
-2,180
-15% -$146K 0.32% 30
2021
Q2 		$926K Sell
14,847
-747
-5% -$47.5K 0.39% 28
2021
Q1 		$883K Buy
15,594
+747
+5% +$40.8K 0.41% 29
2020
Q4 		$767K Sell
14,847
-131
-0.9% -$6.58K 0.48% 32
2020
Q3 		$763K Sell
14,978
-575
-4% -$29.8K 0.59% 29
2020
Q2 		$747K Buy
15,553
+966
+7% +$45.6K 0.76% 28
2020
Q1 		$619K Sell
14,587
-231
-2% -$13.2K 0.78% 31
2019
Q4 		$864K Buy
+14,818
New +$906K 0.73% 42

Other funds holding FAF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Adams Wealth Management's FAF Position: Q2 2025 in Review

Adams Wealth Management sold out of First American (FAF) in Q2 2025, closing a stake of 10,983 shares — an estimated $721K sold.

Adams Wealth Management first reported a position in FAF in Q4 2019 and held it in 22 quarters. The position peaked at $926K in Q2 2021. 424 funds tracked by Wall St. Rank hold FAF as of Q2 2025.

  • Adams Wealth Management reported no remaining First American position as of Q2 2025 after selling out during the quarter.
  • Adams Wealth Management sold 10,983 First American shares in Q2 2025, an estimated $721K.
  • Adams Wealth Management first reported a position in First American in Q4 2019 and held it in 22 quarters.
  • Adams Wealth Management's First American position peaked at $926K in Q2 2021.
  • 424 funds tracked by Wall St. Rank held First American as of Q2 2025.

Based on Adams Wealth Management's 13F filing for Q2 2025, filed 25 Sep 2025.