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Davis Asset Management’s First American FAF Stock Holding History

Davis Asset 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
2026
Q2 		$103M Hold
1,500,000
– – 2.61% 14
2026
Q1 		$90.4M Hold
1,500,000
– – 2.62% 15
2025
Q4 		$92.2M Buy
1,500,000
+400,000
+36% +$25.1M 3.3% 12
2025
Q3 		$70.7M Buy
1,100,000
+811,642
+281% +$51.2M 2.52% 15
2025
Q2 		$17.7M Buy
+288,358
New +$17.1M 0.69% 30

Other funds holding FAF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Davis Asset Management's FAF Position: Q2 2026 in Review

Davis Asset Management held its First American (FAF) position steady in Q2 2026 at 1,500,000 shares worth $103M. The position accounts for 2.61% of the portfolio, ranked #14.

Davis Asset Management first reported a position in FAF in Q2 2025 and has held it in 5 quarters since. 471 funds tracked by Wall St. Rank hold FAF as of Q2 2026.

  • Davis Asset Management held 1,500,000 shares of First American worth $103M as of Q2 2026.
  • Davis Asset Management left its First American share count unchanged in Q2 2026.
  • First American made up 2.61% of Davis Asset Management's portfolio in Q2 2026, its #14 holding.
  • Davis Asset Management first reported a position in First American in Q2 2025 and has held it in 5 quarters since.
  • 471 funds tracked by Wall St. Rank held First American as of Q2 2026.

Based on Davis Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.