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EP Wealth Advisors’s First American FAF Stock Holding History

EP Wealth Advisors’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 		$531K Sell
7,749
-31,954
-80% -$2.13M ﹤0.01% 1006
2026
Q1 		$2.39M Sell
39,703
-4,145
-9% -$265K 0.01% 441
2025
Q4 		$2.69M Buy
+43,848
New +$2.75M 0.01% 382
2025
Q2 		– Sell
-37,891
Closed -$2.49M – 1441
2025
Q1 		$2.49M Sell
37,891
-1,868
-5% -$118K 0.02% 330
2024
Q4 		$2.48M Sell
39,759
-1,452
-4% -$94.7K 0.02% 327
2024
Q3 		$2.72M Buy
41,211
+4,705
+13% +$287K 0.02% 306
2024
Q2 		$1.97M Sell
36,506
-288
-0.8% -$16K 0.02% 283
2024
Q1 		$2.25M Buy
36,794
+27
+0.1% +$1.59K 0.03% 241
2023
Q4 		$2.37M Buy
36,767
+144
+0.4% +$8.21K 0.03% 237
2023
Q3 		$2.07M Buy
36,623
+31,649
+636% +$1.9M 0.03% 233
2023
Q2 		$2.09M Sell
4,974
-49,756
-91% -$2.81M 0.03% 230
2023
Q1 		$690K Buy
54,730
+18,178
+50% +$1.04M 0.01% 357
2022
Q4 		$1.91M Sell
36,552
-224
-0.6% -$11.3K 0.03% 225
2022
Q3 		$1.7M Sell
36,776
-492
-1% -$26.6K 0.04% 202
2022
Q2 		$1.97M Buy
37,268
+273
+0.7% +$15.9K 0.04% 197
2022
Q1 		$2.4M Buy
36,995
+684
+2% +$48.6K 0.05% 184
2021
Q4 		$2.84M Sell
36,311
-1,028
-3% -$76.7K 0.07% 152
2021
Q3 		$2.5M Sell
37,339
-29
-0.1% -$1.94K 0.07% 148
2021
Q2 		$2.33M Buy
+37,368
New +$2.38M 0.06% 166

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

EP Wealth Advisors's FAF Position: Q2 2026 in Review

EP Wealth Advisors reduced its First American (FAF) stake by 80% in Q2 2026, selling an estimated $2.13M and leaving 7,749 shares worth $531K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

EP Wealth Advisors first reported a position in FAF in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.84M in Q4 2021. 472 funds tracked by Wall St. Rank hold FAF as of Q2 2026.

  • EP Wealth Advisors held 7,749 shares of First American worth $531K as of Q2 2026.
  • EP Wealth Advisors sold 31,954 First American shares in Q2 2026, an estimated $2.13M.
  • First American made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1006 holding.
  • EP Wealth Advisors first reported a position in First American in Q2 2021 and has held it in 19 quarters since.
  • EP Wealth Advisors's First American position peaked at $2.84M in Q4 2021.
  • 472 funds tracked by Wall St. Rank held First American as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.