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Pinnacle Wealth Planning Services’s First American FAF Stock Holding History

Pinnacle Wealth Planning Services’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 		$8.44K Sell
140
-152
-52% -$9.73K ﹤0.01% 2071
2025
Q4 		$17.9K Buy
+292
New +$18.3K ﹤0.01% 1772
2021
Q1 		– Sell
-14
Closed -$1K – 888
2020
Q4 		$1K Buy
+14
New +$703 ﹤0.01% 2109

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

Pinnacle Wealth Planning Services's FAF Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its First American (FAF) stake by 52% in Q1 2026, selling an estimated $9.73K and leaving 140 shares worth $8.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2071.

Pinnacle Wealth Planning Services first reported a position in FAF in Q4 2020 and has held it in 3 quarters since. The position peaked at $17.9K in Q4 2025. 435 funds tracked by Wall St. Rank hold FAF as of Q1 2026.

  • Pinnacle Wealth Planning Services held 140 shares of First American worth $8.44K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 152 First American shares in Q1 2026, an estimated $9.73K.
  • First American made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2071 holding.
  • Pinnacle Wealth Planning Services first reported a position in First American in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's First American position peaked at $17.9K in Q4 2025.
  • 435 funds tracked by Wall St. Rank held First American as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.