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Cornerstone Planning Group’s First Advantage FA Stock Holding History

Cornerstone Planning Group’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 		$57.7K Hold
4,566
– – 0.01% 363
2025
Q4 		$58.9K Hold
4,566
– – 0.01% 309
2025
Q3 		$59.2K Hold
4,566
– – 0.01% 301
2025
Q2 		$73.3K Hold
4,566
– – 0.02% 186
2025
Q1 		$63.3K Buy
+4,566
New +$76.7K 0.02% 197

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

Cornerstone Planning Group's FA Position: Q1 2026 in Review

Cornerstone Planning Group held its First Advantage (FA) position steady in Q1 2026 at 4,566 shares worth $57.7K. The position accounts for 0.01% of the portfolio, ranked #363.

Cornerstone Planning Group first reported a position in FA in Q1 2025 and has held it in 5 quarters since. The position peaked at $73.3K in Q2 2025. 166 funds tracked by Wall St. Rank hold FA as of Q1 2026.

  • Cornerstone Planning Group held 4,566 shares of First Advantage worth $57.7K as of Q1 2026.
  • Cornerstone Planning Group left its First Advantage share count unchanged in Q1 2026.
  • First Advantage made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #363 holding.
  • Cornerstone Planning Group first reported a position in First Advantage in Q1 2025 and has held it in 5 quarters since.
  • Cornerstone Planning Group's First Advantage position peaked at $73.3K in Q2 2025.
  • 166 funds tracked by Wall St. Rank held First Advantage as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.