UCFA
FAF icon

United Capital Financial Advisors’s First American FAF Stock Holding History

United Capital Financial Advisors’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 		$258K Buy
+4,282
New +$274K ﹤0.01% 1432
2019
Q1 		– Sell
-71,508
Closed -$3.19M – 1363
2018
Q4 		$3.19M Buy
+71,508
New +$3.32M 0.03% 458
2018
Q2 		– Sell
-27,639
Closed -$1.62M – 1325
2018
Q1 		$1.62M Buy
+27,639
New +$1.62M 0.01% 647
2017
Q4 		– Sell
-20,516
Closed -$1.02M – 1323
2017
Q3 		$1.02M Buy
+20,516
New +$979K 0.01% 772
2015
Q4 		– Sell
-9,426
Closed -$368K – 1233
2015
Q3 		$368K Sell
9,426
-558
-6% -$22K ﹤0.01% 991
2015
Q2 		$372K Buy
+9,984
New +$358K ﹤0.01% 1019

Other funds holding FAF

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $95.5B AUM 28.4% 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 $2.9T AUM 29.55% 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