EverSource Wealth Advisors’s First American FAF Stock Holding History

EverSource 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	$50.8K	Sell	740 -963	-57%	-$64.2K	﹤0.01%	1773
2026 Q1	$103K	Sell	1,703 -232	-12%	-$14.8K	﹤0.01%	1411
2025 Q4	$119K	Buy	1,935 +566	+41%	+$35.5K	﹤0.01%	1222
2025 Q3	$87.9K	Buy	1,369 +457	+50%	+$28.8K	﹤0.01%	1354
2025 Q2	$56K	Buy	912 +597	+190%	+$35.4K	﹤0.01%	1541
2025 Q1	$20.7K	Buy	315 +135	+75%	+$8.55K	﹤0.01%	1673
2024 Q4	$11.2K	Buy	180 +117	+186%	+$7.63K	﹤0.01%	1926
2024 Q3	$4.16K	Buy	63 +6	+11%	+$366	﹤0.01%	2294
2024 Q2	$3.45K	Hold	57	–	–	﹤0.01%	2349
2024 Q1	$3.05K	Hold	57	–	–	﹤0.01%	2242
2023 Q4	$3.67K	Sell	57 -17	-23%	-$970	﹤0.01%	1980
2023 Q3	$4.18K	Sell	74 -17	-19%	-$1.02K	﹤0.01%	1770
2023 Q2	$5.19K	Buy	91 +20	+28%	+$1.13K	﹤0.01%	1722
2023 Q1	$3.95K	Buy	71 +37	+109%	+$2.13K	﹤0.01%	1725
2022 Q4	$1.78K	Sell	34 -1,337	-98%	-$67.7K	﹤0.01%	1948
2022 Q3	$63K	Buy	1,371 +424	+45%	+$22.9K	0.01%	572
2022 Q2	$50K	Buy	+947	New	+$55.1K	0.01%	630

Other funds holding FAF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its First American (FAF) stake by 57% in Q2 2026, selling an estimated $64.2K and leaving 740 shares worth $50.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

EverSource Wealth Advisors first reported a position in FAF in Q2 2022 and has held it in 17 quarters since. The position peaked at $119K in Q4 2025. 475 funds tracked by Wall St. Rank hold FAF as of Q2 2026.

EverSource Wealth Advisors held 740 shares of First American worth $50.8K as of Q2 2026.
EverSource Wealth Advisors sold 963 First American shares in Q2 2026, an estimated $64.2K.
First American made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1773 holding.
EverSource Wealth Advisors first reported a position in First American in Q2 2022 and has held it in 17 quarters since.
EverSource Wealth Advisors's First American position peaked at $119K in Q4 2025.
475 funds tracked by Wall St. Rank held First American as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.