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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
Q2 		$5.52K Buy
+306
New +$4.43K ﹤0.01% 2161
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 $4.58B AUM 24.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $431M AUM 2.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Clearstead Advisors's FA Position: Q2 2026 in Review

Clearstead Advisors opened a new position in First Advantage (FA) in Q2 2026: 306 shares worth $5.52K. The stake represents ﹤0.01% of the portfolio and ranks #2161 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in FA as recently as Q4 2025.

Clearstead Advisors first reported a position in FA in Q2 2025 and has held it in 4 quarters since. The position peaked at $63K in Q4 2025. 180 funds tracked by Wall St. Rank hold FA as of Q2 2026.

  • Clearstead Advisors held 306 shares of First Advantage worth $5.52K as of Q2 2026.
  • First Advantage was a new Clearstead Advisors position in Q2 2026.
  • First Advantage made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2161 holding.
  • Clearstead Advisors first reported a position in First Advantage in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's First Advantage position peaked at $63K in Q4 2025.
  • 180 funds tracked by Wall St. Rank held First Advantage as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.