FIRST AMERICAN TRUST, FSB
All 13F Filings
- Location
- Santa Ana, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,659,069
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 307 | 1,659,069 | 13F-HR | FIRST AMERICAN TRUST, FSB |
| Q1 2026 | 5/12/2026 | 290 | 1,486,644 | 13F-HR | FIRST AMERICAN TRUST, FSB |
| Q4 2025 | 2/11/2026 | 287 | 1,455,365 | 13F-HR | FIRST AMERICAN TRUST, FSB |
| Q3 2025 | 11/10/2025 | 258 | 1,377,216 | 13F-HR | FIRST AMERICAN TRUST, FSB |
| Q2 2025 | 8/11/2025 | 246 | 1,252,612 | 13F-HR | FIRST AMERICAN TRUST, FSB |
| Q2 2014 | 7/9/2014 | 91 | 263,147 | 13F-HR | FIRST AMERICAN TRUST CO |
| Q1 2014 | 5/8/2014 | 95 | 267,772 | 13F-HR | FIRST AMERICAN TRUST CO |
| Q4 2013 | 2/7/2014 | 126 | 296,173 | 13F-HR | FIRST AMERICAN TRUST CO |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.016 M | 61.2% | 106.8 K | 0 | 106.8 K |
| ETFs | 642.1 K | 38.7% | 65.68 K | 0 | 65.68 K |
| Debt | 818 | 0.0% | 0 | 24 | -24 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
1,659,069
Holdings
307
QoQ value change ($000)
172,425
(11.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.