Private Wealth Management Group’s First American FAF Stock Holding History

Private Wealth Management Group’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	$8.44K	Hold	123	–	–	﹤0.01%	627
2026 Q1	$7.42K	Hold	123	–	–	﹤0.01%	622
2025 Q4	$7.56K	Hold	123	–	–	﹤0.01%	608
2025 Q3	$7.9K	Hold	123	–	–	﹤0.01%	607
2025 Q2	$7.55K	Buy	123 +19	+18%	+$1.13K	﹤0.01%	588
2025 Q1	$6.83K	Hold	104	–	–	﹤0.01%	606
2024 Q4	$6.49K	Hold	104	–	–	﹤0.01%	636
2024 Q3	$6.87K	Hold	104	–	–	﹤0.01%	597
2024 Q2	$5.61K	Buy	104 +90	+643%	+$5K	﹤0.01%	663
2024 Q1	$855	Sell	14 -21	-60%	-$1.24K	﹤0.01%	1316
2023 Q4	$2.26K	Buy	+35	New	+$2K	﹤0.01%	934

Other funds holding FAF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Private Wealth Management Group's FAF Position: Q2 2026 in Review

Private Wealth Management Group held its First American (FAF) position steady in Q2 2026 at 123 shares worth $8.44K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Private Wealth Management Group first reported a position in FAF in Q4 2023 and has held it in 11 quarters since. 472 funds tracked by Wall St. Rank hold FAF as of Q2 2026.

Private Wealth Management Group held 123 shares of First American worth $8.44K as of Q2 2026.
Private Wealth Management Group left its First American share count unchanged in Q2 2026.
First American made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #627 holding.
Private Wealth Management Group first reported a position in First American in Q4 2023 and has held it in 11 quarters since.
472 funds tracked by Wall St. Rank held First American as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.