JWM
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JPL Wealth Management’s First Advantage FA Stock Holding History

JPL Wealth Management’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 		$1.79K Buy
+99
New +$1.43K ﹤0.01% 1115

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

JPL Wealth Management's FA Position: Q2 2026 in Review

JPL Wealth Management opened a new position in First Advantage (FA) in Q2 2026: 99 shares worth $1.79K. The stake represents ﹤0.01% of the portfolio and ranks #1115 among its holdings.

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

  • JPL Wealth Management held 99 shares of First Advantage worth $1.79K as of Q2 2026.
  • First Advantage was a new JPL Wealth Management position in Q2 2026.
  • First Advantage made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1115 holding.
  • 179 funds tracked by Wall St. Rank held First Advantage as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.