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 Q2	$17.7K	Buy	981 +703	+253%	+$10.2K	﹤0.01%	2527
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

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EverSource Wealth Advisors's FA Position: Q2 2026 in Review

EverSource Wealth Advisors increased its First Advantage (FA) stake by 253% in Q2 2026, buying an estimated $10.2K and bringing the position to 981 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2527.

EverSource Wealth Advisors first reported a position in FA in Q2 2024 and has held it in 9 quarters since. 179 funds tracked by Wall St. Rank hold FA as of Q2 2026.

EverSource Wealth Advisors held 981 shares of First Advantage worth $17.7K as of Q2 2026.
EverSource Wealth Advisors bought 703 First Advantage shares in Q2 2026, an estimated $10.2K.
First Advantage made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2527 holding.
EverSource Wealth Advisors first reported a position in First Advantage in Q2 2024 and has held it in 9 quarters since.
179 funds tracked by Wall St. Rank held First Advantage as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.