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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
Q2 		$91.1K Hold
4,566
– – 0.01% 264
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 $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

Cornerstone Planning Group's FA Position: Q2 2026 in Review

Cornerstone Planning Group held its First Advantage (FA) position steady in Q2 2026 at 4,566 shares worth $91.1K. The position accounts for 0.01% of the portfolio, ranked #264.

Cornerstone Planning Group first reported a position in FA in Q1 2025 and has held it in 6 quarters since. 180 funds tracked by Wall St. Rank hold FA as of Q2 2026.

  • Cornerstone Planning Group held 4,566 shares of First Advantage worth $91.1K as of Q2 2026.
  • Cornerstone Planning Group left its First Advantage share count unchanged in Q2 2026.
  • First Advantage made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #264 holding.
  • Cornerstone Planning Group first reported a position in First Advantage in Q1 2025 and has held it in 6 quarters since.
  • 180 funds tracked by Wall St. Rank held First Advantage as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.