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Equitable Trust’s First American FAF Stock Holding History

Equitable Trust’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 		$725K Buy
11,935
+845
+8% +$60.7K 0.03% 268
2026
Q2 		$761K Buy
11,090
+4,110
+59% +$274K 0.03% 271
2026
Q1 		$421K Buy
6,980
+160
+2% +$10.2K 0.02% 355
2025
Q4 		$419K Hold
6,820
– – 0.02% 345
2025
Q3 		$438K Buy
6,820
+790
+13% +$49.8K 0.02% 338
2025
Q2 		$370K Buy
+6,030
New +$358K 0.02% 350

Other funds holding FAF

Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Equitable Trust's FAF Position: Q3 2026 in Review

Equitable Trust increased its First American (FAF) stake by 7.6% in Q3 2026, buying an estimated $60.7K and bringing the position to 11,935 shares worth $725K. The position accounts for 0.03% of the portfolio, ranked #268.

Equitable Trust first reported a position in FAF in Q2 2025 and has held it in 6 quarters since. The position peaked at $761K in Q2 2026. 47 funds tracked by Wall St. Rank hold FAF as of Q3 2026.

  • Equitable Trust held 11,935 shares of First American worth $725K as of Q3 2026.
  • Equitable Trust bought 845 First American shares in Q3 2026, an estimated $60.7K.
  • First American made up 0.03% of Equitable Trust's portfolio in Q3 2026, its #268 holding.
  • Equitable Trust first reported a position in First American in Q2 2025 and has held it in 6 quarters since.
  • Equitable Trust's First American position peaked at $761K in Q2 2026.
  • 47 funds tracked by Wall St. Rank held First American as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.