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Allworth Financial’s First Advantage FA Stock Holding History

Allworth Financial’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
2026
Q1 		$9.56K Buy
813
+812
+81,200% +$9.93K ﹤0.01% 3543
2025
Q4 		$15 Sell
1
-16
-94% -$225 ﹤0.01% 4937
2025
Q3 		$262 Buy
+17
New +$282 ﹤0.01% 4572

Other funds holding FA

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Allworth Financial's FA Position: Q1 2026 in Review

Allworth Financial increased its First Advantage (FA) stake by 81,200% in Q1 2026, buying an estimated $9.93K and bringing the position to 813 shares worth $9.56K. The position accounts for ﹤0.01% of the portfolio, ranked #3543.

Allworth Financial first reported a position in FA in Q3 2025 and has held it in 3 quarters since. 166 funds tracked by Wall St. Rank hold FA as of Q1 2026.

  • Allworth Financial held 813 shares of First Advantage worth $9.56K as of Q1 2026.
  • Allworth Financial bought 812 First Advantage shares in Q1 2026, an estimated $9.93K.
  • First Advantage made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3543 holding.
  • Allworth Financial first reported a position in First Advantage in Q3 2025 and has held it in 3 quarters since.
  • 166 funds tracked by Wall St. Rank held First Advantage as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.