Corient Private Wealth
FAF icon

Corient Private Wealth’s First American FAF Stock Holding History

Corient Private Wealth’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 		$42.2M Sell
699,720
-1,134,634
-62% -$72.6M 0.06% 263
2025
Q4 		$107M Buy
1,834,354
+994,035
+118% +$62.3M 0.07% 236
2025
Q3 		$54M Buy
840,319
+24,509
+3% +$1.55M 0.09% 217
2025
Q2 		$50.1M Buy
815,810
+44,749
+6% +$2.66M 0.07% 230
2025
Q1 		$50.6M Sell
771,061
-78,218
-9% -$4.95M 0.08% 220
2024
Q4 		$53M Buy
849,279
+842,904
+13,222% +$55M 0.09% 216
2024
Q3 		$421K Sell
6,375
-8,748
-58% -$534K ﹤0.01% 1839
2024
Q2 		$816K Buy
15,123
+1,402
+10% +$77.9K ﹤0.01% 1408
2024
Q1 		$838K Buy
13,721
+521
+4% +$30.8K ﹤0.01% 1374
2023
Q4 		$851K Buy
13,200
+2,222
+20% +$127K ﹤0.01% 1346
2023
Q3 		$620K Buy
10,978
+1,613
+17% +$96.8K ﹤0.01% 1377
2023
Q2 		$534K Buy
+9,365
New +$529K ﹤0.01% 1423

Other funds holding FAF

BlackRock
BlackRock New York $5.7T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return