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The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

Advance Auto Parts, Inc. (AAP)

NYSE - Nasdaq Real-time price. Currency in USD

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76.53

-1.47

(-1.88%)

At close: 04:00PM EDT

75.99

-0.54

(-0.71%)

After hours:

06:59PM EDT

Major holders

Currency in USD

0.98%	% of shares held by all insiders
103.52%	% of shares held by institutions
104.55%	% of float held by institutions
555	Number of institutions holding shares

Holder	Shares	Date reported	% out	Value
Blackrock Inc.	7,655,263	30 Dec 2023	12.84%	585,857,268
Vanguard Group Inc	6,829,093	30 Dec 2023	11.46%	522,630,478
Price (T.Rowe) Associates Inc	3,958,241	30 Dec 2023	6.64%	302,924,178
Shaw D.E. & Co., Inc.	3,475,791	30 Dec 2023	5.83%	266,002,280
State Street Corporation	2,651,943	30 Dec 2023	4.45%	202,953,194
Squarepoint Ops LLC	2,304,958	30 Dec 2023	3.87%	176,398,432
Fuller & Thaler Asset Management Inc.	2,295,889	30 Dec 2023	3.85%	175,704,382
Charles Schwab Investment Management, Inc.	1,577,372	30 Dec 2023	2.65%	120,716,277
Champlain Investment Partners, LLC	1,528,238	30 Dec 2023	2.56%	116,956,052
Pzena Investment Management Llc	1,299,164	30 Dec 2023	2.18%	99,425,019

Holder	Shares	Date reported	% out	Value
iShares Core S&P Smallcap ETF	4,049,280	28 Feb 2024	6.79%	309,891,393
Price (T.Rowe) Mid-Cap Value Fund	2,264,722	30 Dec 2023	3.80%	173,319,171
Vanguard Total Stock Market Index Fund	1,853,725	30 Dec 2023	3.11%	141,865,571
Undiscovered Managers Behavioral Value Fund	1,768,689	30 Dec 2023	2.97%	135,357,767
Vanguard Small-Cap Index Fund	1,514,932	30 Dec 2023	2.54%	115,937,744
Price (T.Rowe) Mid-Cap Value Equity Trust	1,151,154	30 Dec 2023	1.93%	88,097,814
Vanguard Small Cap Value Index Fund	1,043,916	30 Dec 2023	1.75%	79,890,890
Schwab Strategic Tr-Schwab U.S. Dividend Equity ETF	954,076	29 Nov 2023	1.60%	73,015,435
Vanguard Extended Market Index Fund	882,532	30 Dec 2023	1.48%	67,540,172
Advisors Inner Circle Fund II-Champlain Mid Cap Fund	755,000	30 Dec 2023	1.27%	57,780,149