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Summit Securities Group’s First Advantage FA Stock Holding History

Summit Securities 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
2025
Q3 		– Sell
-2,010
Closed -$33.4K – 1121
2025
Q2 		$33.4K Buy
+2,010
New +$32.4K 0.01% 600
2024
Q4 		– Sell
-131
Closed -$3K – 719
2024
Q3 		$3K Buy
+131
New +$2.34K ﹤0.01% 453

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Securities Group's FA Position: Q3 2025 in Review

Summit Securities Group sold out of First Advantage (FA) in Q3 2025, closing a stake of 2,010 shares — an estimated $33.4K sold.

Summit Securities Group first reported a position in FA in Q3 2024 and held it in 2 quarters. The position peaked at $33.4K in Q2 2025. 154 funds tracked by Wall St. Rank hold FA as of Q3 2025.

  • Summit Securities Group reported no remaining First Advantage position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 2,010 First Advantage shares in Q3 2025, an estimated $33.4K.
  • Summit Securities Group first reported a position in First Advantage in Q3 2024 and held it in 2 quarters.
  • Summit Securities Group's First Advantage position peaked at $33.4K in Q2 2025.
  • 154 funds tracked by Wall St. Rank held First Advantage as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.