SFG
FA icon

Steward Financial Group’s First Advantage FA Stock Holding History

Steward Financial Group’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
2023
Q3 		$0 Buy
+71
New +$1.03K ﹤0.01% 1392
2023
Q2 		– Sell
-36
Closed – – 645
2023
Q1 		$0 Buy
36
+34
+1,700% +$461 ﹤0.01% 789
2022
Q4 		$0 Buy
+2
New +$26 ﹤0.01% 628

Other funds holding FA

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Steward Financial Group's FA Position: Q3 2023 in Review

Steward Financial Group opened a new position in First Advantage (FA) in Q3 2023: 71 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1392 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in FA as recently as Q1 2023.

Steward Financial Group first reported a position in FA in Q4 2022 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold FA as of Q3 2023.

  • Steward Financial Group held 71 shares of First Advantage worth $0 as of Q3 2023.
  • First Advantage was a new Steward Financial Group position in Q3 2023.
  • First Advantage made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1392 holding.
  • Steward Financial Group first reported a position in First Advantage in Q4 2022 and has held it in 3 quarters since.
  • 100 funds tracked by Wall St. Rank held First Advantage as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.