Pinnacle Wealth Planning Services’s First Advantage FA Stock Holding History

Pinnacle Wealth Planning Services’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	$975	Buy	+54	New	+$782	﹤0.01%	2582

Other funds holding FA

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Pinnacle Wealth Planning Services's FA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services opened a new position in First Advantage (FA) in Q2 2026: 54 shares worth $975. The stake represents ﹤0.01% of the portfolio and ranks #2582 among its holdings.

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

Pinnacle Wealth Planning Services held 54 shares of First Advantage worth $975 as of Q2 2026.
First Advantage was a new Pinnacle Wealth Planning Services position in Q2 2026.
First Advantage made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2582 holding.
179 funds tracked by Wall St. Rank held First Advantage as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.