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True Wealth Design’s First American FAF Stock Holding History

True Wealth Design’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 		$18.3K Sell
267
-21
-7% -$1.4K ﹤0.01% 839
2026
Q1 		$17.4K Sell
288
-83
-22% -$5.31K ﹤0.01% 769
2025
Q4 		$22.8K Buy
371
+174
+88% +$10.9K 0.01% 567
2025
Q3 		$12.7K Buy
197
+157
+393% +$9.9K ﹤0.01% 755
2025
Q2 		$2.46K Buy
40
+28
+233% +$1.66K ﹤0.01% 1097
2025
Q1 		$788 Sell
12
-8
-40% -$507 ﹤0.01% 1363
2024
Q4 		$1.25K Buy
+20
New +$1.3K ﹤0.01% 871

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 $3.37T AUM 44.26% 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

True Wealth Design's FAF Position: Q2 2026 in Review

True Wealth Design reduced its First American (FAF) stake by 7.3% in Q2 2026, selling an estimated $1.4K and leaving 267 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

True Wealth Design first reported a position in FAF in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.8K in Q4 2025. 472 funds tracked by Wall St. Rank hold FAF as of Q2 2026.

  • True Wealth Design held 267 shares of First American worth $18.3K as of Q2 2026.
  • True Wealth Design sold 21 First American shares in Q2 2026, an estimated $1.4K.
  • First American made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #839 holding.
  • True Wealth Design first reported a position in First American in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's First American position peaked at $22.8K in Q4 2025.
  • 472 funds tracked by Wall St. Rank held First American as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.