Creative Planning’s First Advantage FA Stock Holding History

Creative Planning’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	$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

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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

Creative Planning's FA Position: Q1 2026 in Review

Creative Planning increased its First Advantage (FA) stake by 425% in Q1 2026, buying an estimated $934K and bringing the position to 94,388 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2369.

Creative Planning first reported a position in FA in Q4 2025 and has held it in 2 quarters since. 166 funds tracked by Wall St. Rank hold FA as of Q1 2026.

Creative Planning held 94,388 shares of First Advantage worth $1.11M as of Q1 2026.
Creative Planning bought 76,408 First Advantage shares in Q1 2026, an estimated $934K.
First Advantage made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2369 holding.
Creative Planning first reported a position in First Advantage in Q4 2025 and has held it in 2 quarters since.
166 funds tracked by Wall St. Rank held First Advantage as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.