Creative Planning’s First Advantage FA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.04M Buy
112,982
+18,594
+20% +$269K ﹤0.01% 2071
2026
Q1
$1.11M Buy
94,388
+76,408
+425% +$934K ﹤0.01% 2369
2025
Q4
$261K Buy
+17,980
New +$253K ﹤0.01% 3341

Other funds holding FA

Creative Planning's FA Position: Q2 2026 in Review

Creative Planning increased its First Advantage (FA) stake by 20% in Q2 2026, buying an estimated $269K and bringing the position to 112,982 shares worth $2.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2071.

Creative Planning first reported a position in FA in Q4 2025 and has held it in 3 quarters since. 180 funds tracked by Wall St. Rank hold FA as of Q2 2026.

  • Creative Planning held 112,982 shares of First Advantage worth $2.04M as of Q2 2026.
  • Creative Planning bought 18,594 First Advantage shares in Q2 2026, an estimated $269K.
  • First Advantage made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2071 holding.
  • Creative Planning first reported a position in First Advantage in Q4 2025 and has held it in 3 quarters since.
  • 180 funds tracked by Wall St. Rank held First Advantage as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.