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Larry Mathis Financial Planning’s First American FAF Stock Holding History

Larry Mathis Financial Planning’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 		– Sell
-3,666
Closed -$221K – 157
2026
Q1 		$221K Sell
3,666
-61
-2% -$3.9K 0.2% 139
2025
Q4 		$229K Buy
+3,727
New +$234K 0.2% 137

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

Larry Mathis Financial Planning's FAF Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of First American (FAF) in Q2 2026, closing a stake of 3,666 shares — an estimated $221K sold.

Larry Mathis Financial Planning first reported a position in FAF in Q4 2025 and held it in 2 quarters. The position peaked at $229K in Q4 2025. 469 funds tracked by Wall St. Rank hold FAF as of Q2 2026.

  • Larry Mathis Financial Planning reported no remaining First American position as of Q2 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 3,666 First American shares in Q2 2026, an estimated $221K.
  • Larry Mathis Financial Planning first reported a position in First American in Q4 2025 and held it in 2 quarters.
  • Larry Mathis Financial Planning's First American position peaked at $229K in Q4 2025.
  • 469 funds tracked by Wall St. Rank held First American as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.