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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
Q2 		$9.6K Hold
140
– – ﹤0.01% 2083
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 $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

Pinnacle Wealth Planning Services's FAF Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its First American (FAF) position steady in Q2 2026 at 140 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2083.

Pinnacle Wealth Planning Services first reported a position in FAF in Q4 2020 and has held it in 4 quarters since. The position peaked at $17.9K in Q4 2025. 475 funds tracked by Wall St. Rank hold FAF as of Q2 2026.

  • Pinnacle Wealth Planning Services held 140 shares of First American worth $9.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its First American share count unchanged in Q2 2026.
  • First American made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2083 holding.
  • Pinnacle Wealth Planning Services first reported a position in First American in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's First American position peaked at $17.9K in Q4 2025.
  • 475 funds tracked by Wall St. Rank held First American as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.