Asset Planning Inc’s First American FAF Stock Holding History

Asset Planning Inc’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
2026 Q1	–	Sell	-213	Closed	-$13.1K	–	307
2025 Q4	$13.1K	Buy	+213	New	+$13.4K	0.01%	223

Other funds holding FAF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Asset Planning Inc's FAF Position: Q1 2026 in Review

Asset Planning Inc sold out of First American (FAF) in Q1 2026, closing a stake of 213 shares — an estimated $13.1K sold.

Asset Planning Inc first reported a position in FAF in Q4 2025 and held it in 1 quarter. The position peaked at $13.1K in Q4 2025. 435 funds tracked by Wall St. Rank hold FAF as of Q1 2026.

Asset Planning Inc reported no remaining First American position as of Q1 2026 after selling out during the quarter.
Asset Planning Inc sold 213 First American shares in Q1 2026, an estimated $13.1K.
Asset Planning Inc first reported a position in First American in Q4 2025 and held it in 1 quarter.
Asset Planning Inc's First American position peaked at $13.1K in Q4 2025.
435 funds tracked by Wall St. Rank held First American as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.