Burney Company’s First American FAF Stock Holding History

Burney Company’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 Q2	$4.19M	Buy	61,079 +41	+0.1%	+$2.73K	0.11%	152
2026 Q1	$3.68M	Sell	61,038 -1,860	-3%	-$119K	0.12%	154
2025 Q4	$3.86M	Sell	62,898 -1,448	-2%	-$90.8K	0.12%	162
2025 Q3	$4.13M	Sell	64,346 -472	-0.7%	-$29.8K	0.13%	151
2025 Q2	$3.98M	Sell	64,818 -20,341	-24%	-$1.21M	0.13%	150
2025 Q1	$5.59M	Sell	85,159 -2,870	-3%	-$182K	0.2%	110
2024 Q4	$5.5M	Sell	88,029 -236	-0.3%	-$15.4K	0.19%	111
2024 Q3	$5.83M	Sell	88,265 -970	-1%	-$59.2K	0.21%	118
2024 Q2	$4.81M	Sell	89,235 -1,962	-2%	-$109K	0.18%	132
2024 Q1	$5.57M	Buy	91,197 +2,753	+3%	+$163K	0.21%	115
2023 Q4	$5.7M	Sell	88,444 -2,776	-3%	-$158K	0.24%	107
2023 Q3	$5.15M	Buy	91,220 +563	+0.6%	+$33.8K	0.24%	109
2023 Q2	$5.17M	Buy	90,657 +30	+0%	+$1.69K	0.24%	110
2023 Q1	$5.04M	Sell	90,627 -15,955	-15%	-$916K	0.25%	118
2022 Q4	$5.58M	Sell	106,582 -6,908	-6%	-$350K	0.28%	103
2022 Q3	$5.23M	Sell	113,490 -2,917	-3%	-$158K	0.29%	103
2022 Q2	$6.16M	Buy	116,407 +4,756	+4%	+$277K	0.32%	92
2022 Q1	$7.24M	Buy	111,651 +2,010	+2%	+$143K	0.33%	88
2021 Q4	$8.58M	Sell	109,641 -1,093	-1%	-$81.6K	0.37%	78
2021 Q3	$7.42M	Buy	110,734 +29	+0%	+$1.94K	0.35%	86
2021 Q2	$6.9M	Buy	110,705 +7,896	+8%	+$502K	0.32%	97
2021 Q1	$5.82M	Buy	102,809 +10,446	+11%	+$570K	0.29%	111
2020 Q4	$4.77M	Buy	92,363 +6,478	+8%	+$325K	0.26%	115
2020 Q3	$4.37M	Sell	85,885 -4,962	-5%	-$257K	0.27%	115
2020 Q2	$4.36M	Sell	90,847 -3,455	-4%	-$163K	0.28%	107
2020 Q1	$4M	Sell	94,302 -7,143	-7%	-$408K	0.31%	98
2019 Q4	$5.92M	Buy	101,445 +4,132	+4%	+$253K	0.33%	100
2019 Q3	$5.74M	Buy	97,313 +3,094	+3%	+$177K	0.34%	95
2019 Q2	$5.06M	Sell	94,219 -1,326	-1%	-$72.2K	0.31%	104
2019 Q1	$4.92M	Buy	95,545 +11,284	+13%	+$559K	0.3%	107
2018 Q4	$3.76M	Buy	84,261 +10,269	+14%	+$476K	0.26%	119
2018 Q3	$3.82M	Buy	+73,992	New	+$4.05M	0.23%	131
2015 Q4	–	Sell	-5,200	Closed	-$203K	–	381
2015 Q3	$203K	Buy	+5,200	New	+$205K	0.02%	354

Other funds holding FAF

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

CPWA

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Burney Company's FAF Position: Q2 2026 in Review

Burney Company increased its First American (FAF) stake by 0.07% in Q2 2026, buying an estimated $2.73K and bringing the position to 61,079 shares worth $4.19M. The position accounts for 0.11% of the portfolio, ranked #152.

Burney Company first reported a position in FAF in Q3 2015 and has held it in 33 quarters since. The position peaked at $8.58M in Q4 2021. 44 funds tracked by Wall St. Rank hold FAF as of Q2 2026.

Burney Company held 61,079 shares of First American worth $4.19M as of Q2 2026.
Burney Company bought 41 First American shares in Q2 2026, an estimated $2.73K.
First American made up 0.11% of Burney Company's portfolio in Q2 2026, its #152 holding.
Burney Company first reported a position in First American in Q3 2015 and has held it in 33 quarters since.
Burney Company's First American position peaked at $8.58M in Q4 2021.
44 funds tracked by Wall St. Rank held First American as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.