JFS Wealth Advisors’s First Advantage FA Stock Holding History

JFS 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	$163	Buy	9 +8	+800%	+$116	﹤0.01%	2182
2026 Q1	$12	Sell	1 -1	-50%	-$12	﹤0.01%	1879
2025 Q4	$30	Sell	2 -6	-75%	-$85	﹤0.01%	1908
2025 Q3	$124	Hold	8	–	–	﹤0.01%	1839
2025 Q2	$133	Sell	8 -59	-88%	-$952	﹤0.01%	1799
2025 Q1	$945	Hold	67	–	–	﹤0.01%	1657
2024 Q4	$1.25K	Hold	67	–	–	﹤0.01%	1629
2024 Q3	$1.33K	Buy	67 +2	+3%	+$36	﹤0.01%	1629
2024 Q2	$1.04K	Hold	65	–	–	﹤0.01%	1659
2024 Q1	$1.05K	Hold	65	–	–	﹤0.01%	1645
2023 Q4	$1.08K	Buy	65 +14	+27%	+$205	﹤0.01%	1640
2023 Q3	$704	Buy	51 +26	+104%	+$378	﹤0.01%	1675
2023 Q2	$386	Buy	25 +8	+47%	+$107	﹤0.01%	1796
2023 Q1	$238	Buy	17 +10	+143%	+$136	﹤0.01%	1808
2022 Q4	$91	Buy	+7	New	+$91	﹤0.01%	1886

Other funds holding FA

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $169M AUM 22.99% 1-Year Est. Return

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

JFS Wealth Advisors increased its First Advantage (FA) stake by 800% in Q2 2026, buying an estimated $116 and bringing the position to 9 shares worth $163. The position accounts for ﹤0.01% of the portfolio, ranked #2182.

JFS Wealth Advisors first reported a position in FA in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.33K in Q3 2024. 12 funds tracked by Wall St. Rank hold FA as of Q2 2026.

JFS Wealth Advisors held 9 shares of First Advantage worth $163 as of Q2 2026.
JFS Wealth Advisors bought 8 First Advantage shares in Q2 2026, an estimated $116.
First Advantage made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2182 holding.
JFS Wealth Advisors first reported a position in First Advantage in Q4 2022 and has held it in 15 quarters since.
JFS Wealth Advisors's First Advantage position peaked at $1.33K in Q3 2024.
12 funds tracked by Wall St. Rank held First Advantage as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.