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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
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 $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SHP Wealth Management's FAF Position: Q1 2026 in Review

SHP Wealth Management reduced its First American (FAF) stake by 45% in Q1 2026, selling an estimated $23.6K and leaving 457 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

SHP Wealth Management first reported a position in FAF in Q4 2025 and has held it in 2 quarters since. The position peaked at $50.8K in Q4 2025. 438 funds tracked by Wall St. Rank hold FAF as of Q1 2026.

  • SHP Wealth Management held 457 shares of First American worth $27.6K as of Q1 2026.
  • SHP Wealth Management sold 369 First American shares in Q1 2026, an estimated $23.6K.
  • First American made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #639 holding.
  • SHP Wealth Management first reported a position in First American in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's First American position peaked at $50.8K in Q4 2025.
  • 438 funds tracked by Wall St. Rank held First American as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.