Physician Wealth Advisors’s First American FAF Stock Holding History

Physician Wealth 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
2026 Q2	$136K	Sell	1,976 -105	-5%	-$7K	0.02%	269
2026 Q1	$125K	Buy	2,081 +1,744	+518%	+$112K	0.02%	245
2025 Q4	$20.7K	Buy	+337	New	+$21.1K	﹤0.01%	575

Other funds holding FAF

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

CPWA

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Physician Wealth Advisors's FAF Position: Q2 2026 in Review

Physician Wealth Advisors reduced its First American (FAF) stake by 5% in Q2 2026, selling an estimated $7K and leaving 1,976 shares worth $136K. The position accounts for 0.02% of the portfolio, ranked #269.

Physician Wealth Advisors first reported a position in FAF in Q4 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold FAF as of Q2 2026.

Physician Wealth Advisors held 1,976 shares of First American worth $136K as of Q2 2026.
Physician Wealth Advisors sold 105 First American shares in Q2 2026, an estimated $7K.
First American made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #269 holding.
Physician Wealth Advisors first reported a position in First American in Q4 2025 and has held it in 3 quarters since.
52 funds tracked by Wall St. Rank held First American as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.