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EverSource Wealth Advisors’s First Advantage FA Stock Holding History

EverSource Wealth Advisors’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 		$3.27K Buy
278
+164
+144% +$2.01K ﹤0.01% 3461
2025
Q4 		$1.66K Sell
114
-384
-77% -$5.41K ﹤0.01% 3562
2025
Q3 		$7.66K Sell
498
-71
-12% -$1.18K ﹤0.01% 2961
2025
Q2 		$9.45K Buy
569
+513
+916% +$8.28K ﹤0.01% 2842
2025
Q1 		$790 Buy
56
+28
+100% +$470 ﹤0.01% 3312
2024
Q4 		$524 Hold
28
– – ﹤0.01% 3182
2024
Q3 		$556 Hold
28
– – ﹤0.01% 2849
2024
Q2 		$482 Buy
+28
New +$451 ﹤0.01% 2900

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

EverSource Wealth Advisors's FA Position: Q1 2026 in Review

EverSource Wealth Advisors increased its First Advantage (FA) stake by 144% in Q1 2026, buying an estimated $2.01K and bringing the position to 278 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #3461.

EverSource Wealth Advisors first reported a position in FA in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.45K in Q2 2025. 166 funds tracked by Wall St. Rank hold FA as of Q1 2026.

  • EverSource Wealth Advisors held 278 shares of First Advantage worth $3.27K as of Q1 2026.
  • EverSource Wealth Advisors bought 164 First Advantage shares in Q1 2026, an estimated $2.01K.
  • First Advantage made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3461 holding.
  • EverSource Wealth Advisors first reported a position in First Advantage in Q2 2024 and has held it in 8 quarters since.
  • EverSource Wealth Advisors's First Advantage position peaked at $9.45K in Q2 2025.
  • 166 funds tracked by Wall St. Rank held First Advantage as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.