Commonwealth Equity Services’s First Advantage FA Stock Holding History

Commonwealth Equity Services’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 Q3	$469K	Buy	+26,358	New	+$546K	﹤0.01%	3311

Other funds holding FA

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Cortland Associates St Louis, Missouri $690M AUM 0.37% 1-Year Est. Return

Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Commonwealth Equity Services's FA Position: Q3 2026 in Review

Commonwealth Equity Services opened a new position in First Advantage (FA) in Q3 2026: 26,358 shares worth $469K. The stake represents ﹤0.01% of the portfolio and ranks #3311 among its holdings.

50 funds tracked by Wall St. Rank hold FA as of Q3 2026.

Commonwealth Equity Services held 26,358 shares of First Advantage worth $469K as of Q3 2026.
First Advantage was a new Commonwealth Equity Services position in Q3 2026.
First Advantage made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #3311 holding.
50 funds tracked by Wall St. Rank held First Advantage as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.