Root Financial Partners
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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
2026
Q3 		$1.44K Buy
+81
New +$1.68K ﹤0.01% 2788
2025
Q4 		– Sell
-20
Closed -$308 – 2466
2025
Q3 		$308 Buy
+20
New +$331 ﹤0.01% 2184

Other funds holding FA

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Root Financial Partners's FA Position: Q3 2026 in Review

Root Financial Partners opened a new position in First Advantage (FA) in Q3 2026: 81 shares worth $1.44K. The stake represents ﹤0.01% of the portfolio and ranks #2788 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FA as recently as Q3 2025.

Root Financial Partners first reported a position in FA in Q3 2025 and has held it in 2 quarters since. 154 funds tracked by Wall St. Rank hold FA as of Q3 2026.

  • Root Financial Partners held 81 shares of First Advantage worth $1.44K as of Q3 2026.
  • First Advantage was a new Root Financial Partners position in Q3 2026.
  • First Advantage made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2788 holding.
  • Root Financial Partners first reported a position in First Advantage in Q3 2025 and has held it in 2 quarters since.
  • 154 funds tracked by Wall St. Rank held First Advantage as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.