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Mount Yale Investment Advisors’s First American FAF Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-577
Closed -$35.4K – 984
2025
Q2 		$35.4K Buy
+577
New +$34.3K ﹤0.01% 910

Other funds holding FAF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Mount Yale Investment Advisors's FAF Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of First American (FAF) in Q3 2025, closing a stake of 577 shares — an estimated $35.4K sold.

Mount Yale Investment Advisors first reported a position in FAF in Q2 2025 and held it in 1 quarter. The position peaked at $35.4K in Q2 2025. 444 funds tracked by Wall St. Rank hold FAF as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining First American position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 577 First American shares in Q3 2025, an estimated $35.4K.
  • Mount Yale Investment Advisors first reported a position in First American in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's First American position peaked at $35.4K in Q2 2025.
  • 444 funds tracked by Wall St. Rank held First American as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.