First American Financial Corp
Santa Ana, CA 4 processed 13Fs on this site, 2025 Q3 to 2026 Q2
- $390M
- 3 holdings
- 2026 Q2
- +5.4% QoQ
- Top 5 100.0%
In 2026 Q2 First American Financial trimmed Vanguard S&P 500 ETF and Vanguard Star Funds.
AUM over time
Latest book
| VOO, Vanguard S&P 500 ETF | Reduce −4.6% | 326,076 | $686.81 | $224M | −15,565 | +$20M | |
| VXUS, Vanguard Star Funds | Reduce −8.9% | 1,918,164 | $85.49 | $164M | −187,246 | +$1.6M | |
| OPAD, Offerpad Solutions | New | 511,931 | $4.94 | $2.5M | +511,931 | +$2.5M |
Exits / last held
Gone since 2026 Q1, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| OPAD, Offerpad Solutions | Exit | 0 | $0.6552 | $3.4M | −5,119,314 | −$3.4M |
Filings history
4 periods, with AUM normalized
| Period | Holds | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 3 | $390M | +5.4% | 13F-HR | 8/10/2026 | 000119312526342498 |
| 2026 Q1 | 3 | $370M | −0.8% | 13F-HR | 5/12/2026 | 000119312526219599 |
| 2025 Q4 | 3 | $373M | +22.3% | 13F-HR | 2/11/2026 | 000119312526046672 |
| 2025 Q3 | 3 | $305M | — | 13F-HR | 11/10/2025 | 000119312525274386 |
About
First American Financial Corp
4 processed 13Fs on this site, 2025 Q3 to 2026 Q2
Further reading
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- The Essays of Warren Buffett, 8th Ed., Warren Buffett, Lawrence A. Cunningham View on Amazon
- One Up On Wall Street (Lynch), Peter Lynch View on Amazon