LPL Financial
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LPL Financial’s First Advantage FA Stock Holding History

LPL Financial’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
2025
Q4 		– Sell
-10,479
Closed -$161K – 5934
2025
Q3 		$161K Sell
10,479
-27
-0.3% -$447 ﹤0.01% 5407
2025
Q2 		$175K Buy
+10,506
New +$170K ﹤0.01% 5137

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return

LPL Financial's FA Position: Q4 2025 in Review

LPL Financial sold out of First Advantage (FA) in Q4 2025, closing a stake of 10,479 shares — an estimated $161K sold.

LPL Financial first reported a position in FA in Q2 2025 and held it in 2 quarters. The position peaked at $175K in Q2 2025. 148 funds tracked by Wall St. Rank hold FA as of Q4 2025.

  • LPL Financial reported no remaining First Advantage position as of Q4 2025 after selling out during the quarter.
  • LPL Financial sold 10,479 First Advantage shares in Q4 2025, an estimated $161K.
  • LPL Financial first reported a position in First Advantage in Q2 2025 and held it in 2 quarters.
  • LPL Financial's First Advantage position peaked at $175K in Q2 2025.
  • 148 funds tracked by Wall St. Rank held First Advantage as of Q4 2025.

Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.