Dougherty Wealth Advisers’s First American FAF Stock Holding History

Dougherty Wealth Advisers’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	$53.9K	Hold	894	–	–	0.03%	78
2025 Q4	$54.9K	Hold	894	–	–	0.03%	80
2025 Q3	$57.4K	Hold	894	–	–	0.04%	79
2025 Q2	$54.9K	Hold	894	–	–	0.04%	80
2025 Q1	$58.7K	Hold	894	–	–	0.04%	76
2024 Q4	$55.8K	Hold	894	–	–	0.04%	78
2024 Q3	$59K	Hold	894	–	–	0.05%	73
2024 Q2	$48.2K	Hold	894	–	–	0.04%	76
2024 Q1	$54.6K	Hold	894	–	–	0.05%	73
2023 Q4	$57.6K	Hold	894	–	–	0.05%	77
2023 Q3	$50.5K	Hold	894	–	–	0.06%	75
2023 Q2	$51K	Hold	894	–	–	0.07%	76
2023 Q1	$49.8K	Hold	894	–	–	0.08%	80
2022 Q4	$46.8K	Hold	894	–	–	0.08%	85
2022 Q3	$41K	Hold	894	–	–	0.08%	85
2022 Q2	$47K	Hold	894	–	–	0.09%	81
2022 Q1	$58K	Hold	894	–	–	0.09%	82
2021 Q4	$70K	Hold	894	–	–	0.1%	88
2021 Q3	$60K	Hold	894	–	–	0.09%	92
2021 Q2	$56K	Hold	894	–	–	0.08%	93
2021 Q1	$51K	Hold	894	–	–	0.08%	96
2020 Q4	$46K	Hold	894	–	–	0.07%	104
2020 Q3	$46K	Hold	894	–	–	0.16%	103
2020 Q2	$43K	Hold	894	–	–	0.16%	103
2020 Q1	$38K	Hold	894	–	–	0.15%	107
2019 Q4	$52K	Hold	894	–	–	0.16%	103
2019 Q3	$53K	Hold	894	–	–	0.17%	99
2019 Q2	$48K	Hold	894	–	–	0.14%	120
2019 Q1	$46K	Hold	894	–	–	0.16%	109
2018 Q4	$45K	Buy	+894	New	+$41.5K	0.15%	113

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

Dougherty Wealth Advisers's FAF Position: Q1 2026 in Review

Dougherty Wealth Advisers held its First American (FAF) position steady in Q1 2026 at 894 shares worth $53.9K. The position accounts for 0.03% of the portfolio, ranked #78.

Dougherty Wealth Advisers first reported a position in FAF in Q4 2018 and has held it in 30 quarters since. The position peaked at $70K in Q4 2021. 435 funds tracked by Wall St. Rank hold FAF as of Q1 2026.

Dougherty Wealth Advisers held 894 shares of First American worth $53.9K as of Q1 2026.
Dougherty Wealth Advisers left its First American share count unchanged in Q1 2026.
First American made up 0.03% of Dougherty Wealth Advisers's portfolio in Q1 2026, its #78 holding.
Dougherty Wealth Advisers first reported a position in First American in Q4 2018 and has held it in 30 quarters since.
Dougherty Wealth Advisers's First American position peaked at $70K in Q4 2021.
435 funds tracked by Wall St. Rank held First American as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.