Legal & General Group
ADV icon

Legal & General Group’s Advantage Solutions ADV Stock Holding History

Legal & General Group’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.63K Sell
361
-1
-0.3% -$19 ﹤0.01% 3238
2025
Q4 		$7.96K Hold
362
– – ﹤0.01% 3291
2025
Q3 		$13.8K Hold
362
– – ﹤0.01% 3194
2025
Q2 		$11.9K Sell
362
-4,071
-92% -$134K ﹤0.01% 3221
2025
Q1 		$167K Sell
4,433
-48
-1% -$2.8K ﹤0.01% 2630
2024
Q4 		$327K Hold
4,481
– – ﹤0.01% 2592
2024
Q3 		$384K Buy
4,481
+44
+1% +$4.05K ﹤0.01% 2548
2024
Q2 		$357K Buy
4,437
+68
+2% +$6.33K ﹤0.01% 2540
2024
Q1 		$473K Buy
4,369
+93
+2% +$9.15K ﹤0.01% 2449
2023
Q4 		$387K Buy
4,276
+25
+0.6% +$1.78K ﹤0.01% 2549
2023
Q3 		$302K Buy
4,251
+3,917
+1,173% +$260K ﹤0.01% 2626
2023
Q2 		$19.5K Sell
334
-923
-73% -$39.5K ﹤0.01% 3121
2023
Q1 		$49.7K Buy
1,257
+127
+11% +$7.17K ﹤0.01% 2878
2022
Q4 		$58.8K Hold
1,130
– – ﹤0.01% 2920
2022
Q3 		$60K Buy
1,130
+108
+11% +$9.96K ﹤0.01% 2937
2022
Q2 		$97K Buy
1,022
+122
+14% +$14.7K ﹤0.01% 2859
2022
Q1 		$144K Hold
900
– – ﹤0.01% 2776
2021
Q4 		$181K Hold
900
– – ﹤0.01% 2761
2021
Q3 		$194K Buy
900
+503
+127% +$118K ﹤0.01% 2701
2021
Q2 		$107K Buy
+397
New +$123K ﹤0.01% 2708

Other funds holding ADV

CM
CastleKnight Management New York $2.14B AUM 121.87% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $420M AUM 0.05% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $35.2M AUM 32.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return