SPIA
FA icon

Steward Partners Investment Advisory’s First Advantage FA Stock Holding History

Steward Partners Investment Advisory’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
Q1 		– Sell
-1,344
Closed -$19.5K – 4481
2025
Q4 		$19.5K Hold
1,344
– – ﹤0.01% 3154
2025
Q3 		$20.7K Buy
1,344
+1,241
+1,205% +$20.6K ﹤0.01% 3078
2025
Q2 		$1.71K Sell
103
-122
-54% -$1.97K ﹤0.01% 3770
2025
Q1 		$3.17K Buy
225
+47
+26% +$790 ﹤0.01% 3525
2024
Q4 		$3.33K Buy
+178
New +$3.38K ﹤0.01% 3488

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Steward Partners Investment Advisory's FA Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of First Advantage (FA) in Q1 2026, closing a stake of 1,344 shares — an estimated $19.5K sold.

Steward Partners Investment Advisory first reported a position in FA in Q4 2024 and held it in 5 quarters. The position peaked at $20.7K in Q3 2025. 166 funds tracked by Wall St. Rank hold FA as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining First Advantage position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,344 First Advantage shares in Q1 2026, an estimated $19.5K.
  • Steward Partners Investment Advisory first reported a position in First Advantage in Q4 2024 and held it in 5 quarters.
  • Steward Partners Investment Advisory's First Advantage position peaked at $20.7K in Q3 2025.
  • 166 funds tracked by Wall St. Rank held First Advantage as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.