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Clearstead Advisors’s First Advantage FA Stock Holding History

Clearstead Advisors’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 		– Sell
-4,333
Closed -$63K – 2451
2025
Q4 		$63K Buy
4,333
+2,853
+193% +$40.2K ﹤0.01% 1303
2025
Q3 		$22.8K Hold
1,480
– – ﹤0.01% 1586
2025
Q2 		$24.6K Buy
+1,480
New +$23.9K ﹤0.01% 1535

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

Clearstead Advisors's FA Position: Q1 2026 in Review

Clearstead Advisors sold out of First Advantage (FA) in Q1 2026, closing a stake of 4,333 shares — an estimated $63K sold.

Clearstead Advisors first reported a position in FA in Q2 2025 and held it in 3 quarters. The position peaked at $63K in Q4 2025. 166 funds tracked by Wall St. Rank hold FA as of Q1 2026.

  • Clearstead Advisors reported no remaining First Advantage position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 4,333 First Advantage shares in Q1 2026, an estimated $63K.
  • Clearstead Advisors first reported a position in First Advantage in Q2 2025 and held it in 3 quarters.
  • Clearstead Advisors's First Advantage position peaked at $63K in Q4 2025.
  • 166 funds tracked by Wall St. Rank held First Advantage as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.