RFP
FA icon

Root Financial Partners’s First Advantage FA Stock Holding History

Root Financial Partners’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
-20
Closed -$308 – 2466
2025
Q3 		$308 Buy
+20
New +$331 ﹤0.01% 2184

Other funds holding FA

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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

Root Financial Partners's FA Position: Q4 2025 in Review

Root Financial Partners sold out of First Advantage (FA) in Q4 2025, closing a stake of 20 shares — an estimated $308 sold.

Root Financial Partners first reported a position in FA in Q3 2025 and held it in 1 quarter. The position peaked at $308 in Q3 2025. 148 funds tracked by Wall St. Rank hold FA as of Q4 2025.

  • Root Financial Partners reported no remaining First Advantage position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 20 First Advantage shares in Q4 2025, an estimated $308.
  • Root Financial Partners first reported a position in First Advantage in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's First Advantage position peaked at $308 in Q3 2025.
  • 148 funds tracked by Wall St. Rank held First Advantage as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.