Dougherty Wealth Advisers LLC
Position in FAF — First American Financial Corp
CIK 1755933
WAYZATA, MN
Position in FAF
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$61,319
+$7,420 QoQ
Shares Held
894
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#363
of 466 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FAF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026Dougherty Wealth Advisers LLC holds $61,319 across 1 Insurance - Specialty name. FAF ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAF |
First American Financial Corp
This page
|
894 | $61,319 |
All Filings in FAF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,319 | 894 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $53,899 | 894 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $54,927 | 894 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $57,430 | 894 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $54,882 | 894 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $58,673 | 894 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $55,821 | 894 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $59,012 | 894 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $48,231 | 894 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $54,578 | 894 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $57,609 | 894 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $50,502 | 894 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $50,975 | 894 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $49,760 | 894 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $46,791 | 894 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $41,213 | 894 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $47,310 | 894 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $57,949 | 894 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $69,937 | 894 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $59,942 | 894 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $55,740 | 894 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $50,645 | 894 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $46,157 | 894 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $45,513 | 894 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $42,929 | 894 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $37,914 | 894 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||