Position in FAF
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$424,863
+$5,351 QoQ
Shares Held
7,047
+3.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FAF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Mar 31, 2026Optimize Financial Inc holds $424,863 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
|
7,047 | $424,863 |
All Filings in FAF
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $424,863 | 7,047 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $419,512 | 6,828 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $432,463 | 6,732 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||