Position in FA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$82,416
+$28,720 QoQ
Shares Held
4,566
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#130
of 177 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FA Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Cornerstone Planning Group LLC holds $307,178 across 16 Specialty Business Services names. FA ranks #2 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRI |
Thomson Reuters Corp /Can/
|
1,207 | $98,575 | |
| 2 | FA |
First Advantage Corp
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|
4,566 | $82,416 | |
| 3 | RELX |
Relx PLC
|
893 | $28,281 | |
| 4 | CTAS |
Cintas Corp
|
110 | $18,708 | |
| 5 | CPRT |
Copart Inc
|
641 | $18,069 | |
| 6 | RBA |
Rb Global Inc.
|
139 | $16,186 | |
| 7 | AZZ |
Azz Inc
|
104 | $16,125 | |
| 8 | ABM |
Abm Industries Inc /De/
|
214 | $9,467 |
All Filings in FA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,416 | 4,566 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $53,696 | 4,566 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $66,343 | 4,566 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $70,270 | 4,566 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $75,841 | 4,566 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $64,334 | 4,566 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||