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Forum Financial Management’s First American FAF Stock Holding History

Forum Financial Management’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 		– Sell
-4,683
Closed -$288K – 563
2025
Q4 		$288K Buy
4,683
+2
+0% +$125 ﹤0.01% 770
2025
Q3 		$301K Buy
4,681
+444
+10% +$28K ﹤0.01% 737
2025
Q2 		$260K Buy
4,237
+318
+8% +$18.9K ﹤0.01% 752
2025
Q1 		$257K Buy
3,919
+159
+4% +$10.1K ﹤0.01% 677
2024
Q4 		$235K Buy
+3,760
New +$245K ﹤0.01% 763
2022
Q1 		– Sell
-2,623
Closed -$205K – 635
2021
Q4 		$205K Buy
+2,623
New +$196K 0.01% 613

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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Forum Financial Management's FAF Position: Q1 2026 in Review

Forum Financial Management sold out of First American (FAF) in Q1 2026, closing a stake of 4,683 shares — an estimated $288K sold.

Forum Financial Management first reported a position in FAF in Q4 2021 and held it in 6 quarters. The position peaked at $301K in Q3 2025. 442 funds tracked by Wall St. Rank hold FAF as of Q1 2026.

  • Forum Financial Management reported no remaining First American position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 4,683 First American shares in Q1 2026, an estimated $288K.
  • Forum Financial Management first reported a position in First American in Q4 2021 and held it in 6 quarters.
  • Forum Financial Management's First American position peaked at $301K in Q3 2025.
  • 442 funds tracked by Wall St. Rank held First American as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.