OF
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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
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 $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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Optimize Financial's FAF Position: Q1 2026 in Review

Optimize Financial increased its First American (FAF) stake by 3.2% in Q1 2026, buying an estimated $14K and bringing the position to 7,047 shares worth $425K. The position accounts for 0.21% of the portfolio, ranked #178.

Optimize Financial first reported a position in FAF in Q3 2025 and has held it in 3 quarters since. The position peaked at $432K in Q3 2025. 435 funds tracked by Wall St. Rank hold FAF as of Q1 2026.

  • Optimize Financial held 7,047 shares of First American worth $425K as of Q1 2026.
  • Optimize Financial bought 219 First American shares in Q1 2026, an estimated $14K.
  • First American made up 0.21% of Optimize Financial's portfolio in Q1 2026, its #178 holding.
  • Optimize Financial first reported a position in First American in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's First American position peaked at $432K in Q3 2025.
  • 435 funds tracked by Wall St. Rank held First American as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.