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SHP Wealth Management’s First American FAF Stock Holding History

SHP Wealth Management’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 		$29.2K Sell
426
-31
-7% -$2.07K ﹤0.01% 682
2026
Q1 		$27.6K Sell
457
-369
-45% -$23.6K ﹤0.01% 639
2025
Q4 		$50.8K Buy
+826
New +$51.8K ﹤0.01% 474

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 $3.38T AUM 44.17% 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

SHP Wealth Management's FAF Position: Q2 2026 in Review

SHP Wealth Management reduced its First American (FAF) stake by 6.8% in Q2 2026, selling an estimated $2.07K and leaving 426 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

SHP Wealth Management first reported a position in FAF in Q4 2025 and has held it in 3 quarters since. The position peaked at $50.8K in Q4 2025. 475 funds tracked by Wall St. Rank hold FAF as of Q2 2026.

  • SHP Wealth Management held 426 shares of First American worth $29.2K as of Q2 2026.
  • SHP Wealth Management sold 31 First American shares in Q2 2026, an estimated $2.07K.
  • First American made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #682 holding.
  • SHP Wealth Management first reported a position in First American in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's First American position peaked at $50.8K in Q4 2025.
  • 475 funds tracked by Wall St. Rank held First American as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.