First American Financial Corp holds a concentrated book of 3 stocks worth $390.5M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Offerpad Solutions Inc and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 57% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as First American Financial Corp
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 3 / 3 | $16.0B |
| MORGAN STANLEY | 3 / 3 | $15.6B |
| ROYAL BANK OF CANADA | 3 / 3 | $4.1B |
| Cerity Partners LLC | 3 / 3 | $3.2B |
| UBS Group AG | 3 / 3 | $3.2B |
| CITIGROUP INC | 3 / 3 | $1.9B |
| BlackRock, Inc. | 3 / 3 | $1.3B |
| Pathstone Holdings, LLC | 3 / 3 | $1.0B |
Ranked by how many of First American Financial Corp's top 3 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $224.0M | 326.1K | 57.4% | ▼−4.5% Reduced · −16K sh | |
| 2 | Vanguard Star FDS VG TL INTL STK F | $164.0M | 1.92M | 42.0% | ▼−8.9% Reduced · −187K sh | |
| 3 | Offerpad Solutions Inc COM CL A | $2.5M | 511.9K | 0.6% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1472787/holdings"
Use Arkolith to show First American Financial Corp's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.