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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
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

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Assenagon Asset Management
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
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Root Financial Partners's FAF Position: Q2 2026 in Review

Root Financial Partners sold out of First American (FAF) in Q2 2026, closing a stake of 504 shares — an estimated $30.4K sold.

Root Financial Partners first reported a position in FAF in Q3 2025 and held it in 3 quarters. The position peaked at $57.4K in Q4 2025. 130 funds tracked by Wall St. Rank hold FAF as of Q2 2026.

  • Root Financial Partners reported no remaining First American position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 504 First American shares in Q2 2026, an estimated $30.4K.
  • Root Financial Partners first reported a position in First American in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's First American position peaked at $57.4K in Q4 2025.
  • 130 funds tracked by Wall St. Rank held First American as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.