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 Q3	$54.3K	Hold	894	–	–	0.03%	103
2026 Q2	$61.3K	Hold	894	–	–	0.03%	77
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Dougherty Wealth Advisers's FAF Position: Q3 2026 in Review

Dougherty Wealth Advisers held its First American (FAF) position steady in Q3 2026 at 894 shares worth $54.3K. The position accounts for 0.03% of the portfolio, ranked #103.

Dougherty Wealth Advisers first reported a position in FAF in Q4 2018 and has held it in 32 quarters since. The position peaked at $70K in Q4 2021. 268 funds tracked by Wall St. Rank hold FAF as of Q3 2026.

Dougherty Wealth Advisers held 894 shares of First American worth $54.3K as of Q3 2026.
Dougherty Wealth Advisers left its First American share count unchanged in Q3 2026.
First American made up 0.03% of Dougherty Wealth Advisers's portfolio in Q3 2026, its #103 holding.
Dougherty Wealth Advisers first reported a position in First American in Q4 2018 and has held it in 32 quarters since.
Dougherty Wealth Advisers's First American position peaked at $70K in Q4 2021.
268 funds tracked by Wall St. Rank held First American as of Q3 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q3 2026, filed 2 Nov 2026.