OF
FAF icon

Optimize Financial’s First American FAF Stock Holding History

Optimize Financial’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 		$482K Sell
7,023
-24
-0.3% -$1.6K 0.17% 159
2026
Q1 		$425K Buy
7,047
+219
+3% +$14K 0.21% 178
2025
Q4 		$420K Buy
6,828
+96
+1% +$6.02K 0.21% 199
2025
Q3 		$432K Buy
+6,732
New +$425K 0.23% 175

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

Optimize Financial's FAF Position: Q2 2026 in Review

Optimize Financial reduced its First American (FAF) stake by 0.34% in Q2 2026, selling an estimated $1.6K and leaving 7,023 shares worth $482K. The position accounts for 0.17% of the portfolio, ranked #159.

Optimize Financial first reported a position in FAF in Q3 2025 and has held it in 4 quarters since. 475 funds tracked by Wall St. Rank hold FAF as of Q2 2026.

  • Optimize Financial held 7,023 shares of First American worth $482K as of Q2 2026.
  • Optimize Financial sold 24 First American shares in Q2 2026, an estimated $1.6K.
  • First American made up 0.17% of Optimize Financial's portfolio in Q2 2026, its #159 holding.
  • Optimize Financial first reported a position in First American in Q3 2025 and has held it in 4 quarters since.
  • 475 funds tracked by Wall St. Rank held First American as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.