IWC
FA icon

Integrated Wealth Concepts’s First Advantage FA Stock Holding History

Integrated Wealth Concepts’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 		$22.5K Buy
+1,244
New +$18K ﹤0.01% 3992

Other funds holding FA

SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Integrated Wealth Concepts's FA Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in First Advantage (FA) in Q2 2026: 1,244 shares worth $22.5K. The stake represents ﹤0.01% of the portfolio and ranks #3992 among its holdings.

179 funds tracked by Wall St. Rank hold FA as of Q2 2026.

  • Integrated Wealth Concepts held 1,244 shares of First Advantage worth $22.5K as of Q2 2026.
  • First Advantage was a new Integrated Wealth Concepts position in Q2 2026.
  • First Advantage made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3992 holding.
  • 179 funds tracked by Wall St. Rank held First Advantage as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.