Advisory Research’s First Advantage FA Stock Holding History

Advisory Research’s Portfolio FA Stock Details FA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-212,446	Closed	-$3.98M	–	150
2024 Q4	$3.98M	Buy	212,446 +1,216	+0.6%	+$23.1K	0.66%	40
2024 Q3	$4.19M	Sell	211,230 -12,338	-6%	-$220K	0.74%	41
2024 Q2	$3.59M	Buy	223,568 +467	+0.2%	+$7.52K	0.68%	41
2024 Q1	$3.62M	Buy	223,101 +2,010	+0.9%	+$32.8K	0.72%	39
2023 Q4	$3.66M	Sell	221,091 -20,205	-8%	-$295K	0.57%	39
2023 Q3	$3.33M	Sell	241,296 -4,515	-2%	-$65.6K	0.46%	50
2023 Q2	$3.79M	Sell	245,811 -5,717	-2%	-$76.7K	0.49%	48
2023 Q1	$3.51M	Buy	251,528 +367	+0.1%	+$4.98K	0.58%	42
2022 Q4	$3.27M	Buy	251,161 +6,768	+3%	+$88.4K	0.31%	54
2022 Q3	$3.13M	Sell	244,393 -2,136	-0.9%	-$29.7K	0.31%	63
2022 Q2	$3.12M	Buy	246,529 +57,779	+31%	+$913K	0.31%	63
2022 Q1	$3.81M	Buy	+188,750	New	+$3.25M	0.31%	59

Other funds holding FA

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Advisory Research's FA Position: Q1 2025 in Review

Advisory Research sold out of First Advantage (FA) in Q1 2025, closing a stake of 212,446 shares — an estimated $3.98M sold.

Advisory Research first reported a position in FA in Q1 2022 and held it in 12 quarters. The position peaked at $4.19M in Q3 2024. 152 funds tracked by Wall St. Rank hold FA as of Q1 2025.

Advisory Research reported no remaining First Advantage position as of Q1 2025 after selling out during the quarter.
Advisory Research sold 212,446 First Advantage shares in Q1 2025, an estimated $3.98M.
Advisory Research first reported a position in First Advantage in Q1 2022 and held it in 12 quarters.
Advisory Research's First Advantage position peaked at $4.19M in Q3 2024.
152 funds tracked by Wall St. Rank held First Advantage as of Q1 2025.

Based on Advisory Research's 13F filing for Q1 2025, filed 14 May 2025.