Wealthspire Advisors (New York)’s First American FAF Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-1,126	Closed	-$72.3K	–	1632
2025 Q3	$72.3K	Buy	+1,126	New	+$71K	﹤0.01%	1118
2022 Q3	–	Sell	-5,059	Closed	-$268K	–	525
2022 Q2	$268K	Buy	5,059 +52	+1%	+$3.03K	0.01%	421
2022 Q1	$325K	Sell	5,007 -219	-4%	-$15.6K	0.01%	338
2021 Q4	$409K	Buy	5,226 +133	+3%	+$9.93K	0.01%	356
2021 Q3	$341K	Buy	5,093 +192	+4%	+$12.8K	0.01%	437
2021 Q2	$306K	Sell	4,901 -384	-7%	-$24.4K	0.01%	287
2021 Q1	$299K	Buy	5,285 +204	+4%	+$11.1K	0.01%	547
2020 Q4	$262K	Buy	+5,081	New	+$255K	0.01%	479
2020 Q2	–	Sell	-7,713	Closed	-$327K	–	358
2020 Q1	$327K	Buy	7,713 +3,721	+93%	+$213K	0.01%	363
2019 Q4	$233K	Buy	+3,992	New	+$244K	0.02%	185
2019 Q3	–	Sell	-3,735	Closed	-$200K	–	168
2019 Q2	$200K	Buy	+3,735	New	+$203K	0.02%	94
2019 Q1	–	Sell	-250	Closed	-$11K	–	297
2018 Q4	$11K	Buy	+250	New	+$11.6K	﹤0.01%	480

Other funds holding FAF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wealthspire Advisors (New York)'s FAF Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of First American (FAF) in Q4 2025, closing a stake of 1,126 shares — an estimated $72.3K sold.

Wealthspire Advisors (New York) first reported a position in FAF in Q4 2018 and held it in 12 quarters. The position peaked at $409K in Q4 2021. 454 funds tracked by Wall St. Rank hold FAF as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining First American position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 1,126 First American shares in Q4 2025, an estimated $72.3K.
Wealthspire Advisors (New York) first reported a position in First American in Q4 2018 and held it in 12 quarters.
Wealthspire Advisors (New York)'s First American position peaked at $409K in Q4 2021.
454 funds tracked by Wall St. Rank held First American as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.