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Essential Partners’s First Advantage FA Stock Holding History

Essential Partners’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 		$1.57K Hold
88
– – ﹤0.01% 2010
2026
Q2 		$1.59K Sell
88
-409
-82% -$5.92K ﹤0.01% 2065
2026
Q1 		$5.84K Buy
497
+457
+1,143% +$5.59K ﹤0.01% 1506
2025
Q4 		$581 Buy
40
+15
+60% +$211 ﹤0.01% 2192
2025
Q3 		$385 Hold
25
– – ﹤0.01% 2267
2025
Q2 		$415 Buy
+25
New +$404 ﹤0.01% 1751

Other funds holding FA

DRP
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
UPWML
UMB Private Wealth Management, LLC Kansas City, Missouri $103M AUM
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Essential Partners's FA Position: Q3 2026 in Review

Essential Partners held its First Advantage (FA) position steady in Q3 2026 at 88 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

Essential Partners first reported a position in FA in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.84K in Q1 2026. 11 funds tracked by Wall St. Rank hold FA as of Q3 2026.

  • Essential Partners held 88 shares of First Advantage worth $1.57K as of Q3 2026.
  • Essential Partners left its First Advantage share count unchanged in Q3 2026.
  • First Advantage made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2010 holding.
  • Essential Partners first reported a position in First Advantage in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's First Advantage position peaked at $5.84K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held First Advantage as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.