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Bell Investment Advisors’s Advantage Solutions ADV Stock Holding History

Bell Investment Advisors’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.17K Hold
27
– – ﹤0.01% 1492
2026
Q1 		$571 Buy
+27
New +$520 ﹤0.01% 1694

Other funds holding ADV

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $467M AUM 9.23% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $41.1M AUM 4.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bell Investment Advisors's ADV Position: Q2 2026 in Review

Bell Investment Advisors held its Advantage Solutions (ADV) position steady in Q2 2026 at 27 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

Bell Investment Advisors first reported a position in ADV in Q1 2026 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold ADV as of Q2 2026.

  • Bell Investment Advisors held 27 shares of Advantage Solutions worth $1.17K as of Q2 2026.
  • Bell Investment Advisors left its Advantage Solutions share count unchanged in Q2 2026.
  • Advantage Solutions made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1492 holding.
  • Bell Investment Advisors first reported a position in Advantage Solutions in Q1 2026 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held Advantage Solutions as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.