Root Financial Partners
FAF icon

Root Financial Partners’s First American FAF Stock Holding History

Root Financial Partners’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
Q3 		$32.3K Buy
+531
New +$38.2K ﹤0.01% 1307
2026
Q2 		– Sell
-504
Closed -$30.4K – 1313
2026
Q1 		$30.4K Sell
504
-430
-46% -$27.5K ﹤0.01% 1115
2025
Q4 		$57.4K Buy
934
+561
+150% +$35.2K ﹤0.01% 654
2025
Q3 		$24K Buy
+373
New +$23.5K ﹤0.01% 1026

Other funds holding FAF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Root Financial Partners's FAF Position: Q3 2026 in Review

Root Financial Partners opened a new position in First American (FAF) in Q3 2026: 531 shares worth $32.3K. The stake represents ﹤0.01% of the portfolio and ranks #1307 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FAF as recently as Q1 2026.

Root Financial Partners first reported a position in FAF in Q3 2025 and has held it in 4 quarters since. The position peaked at $57.4K in Q4 2025. 214 funds tracked by Wall St. Rank hold FAF as of Q3 2026.

  • Root Financial Partners held 531 shares of First American worth $32.3K as of Q3 2026.
  • First American was a new Root Financial Partners position in Q3 2026.
  • First American made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1307 holding.
  • Root Financial Partners first reported a position in First American in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's First American position peaked at $57.4K in Q4 2025.
  • 214 funds tracked by Wall St. Rank held First American as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.