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Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

FAF holding history

First American Financial Corp in every 13F filed by Selective Wealth Management, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FAF overviewAll 13F holders of FAFFull Q2 2026 holdings

Shares (Q2 2026)
7,808
Value
$570.2K
% of portfolio
0.1%
Quarters held
7
Since Q2 2021
Holdings of FAF by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,808$570.2K0.1%+7,808NewHolders
Q4 20220$00.0%−200−100.0%Sold outHolders
Q3 2022200$9.00K<0.1%00.0%UnchangedHolders
Q2 2022200$11.0K<0.1%00.0%UnchangedHolders
Q1 2022200$13.0K<0.1%00.0%UnchangedHolders
Q4 2021200$16.0K<0.1%00.0%UnchangedHolders
Q3 2021200$13.0K<0.1%00.0%UnchangedHolders
Q2 2021200$12.0K<0.1%+200NewHolders