FOA — FINANCE OF AMERICA COMPAN
As of Q2 2026, 21 SEC-registered investment managers reported holding FOA (FINANCE OF AMERICA COMPAN) in their latest 13F filings, with a combined reported value of $27.31M across 992.58K shares. That is -5.7% by share count (-59.94K shares) versus the previous quarter, while reported value moved +56.3%. Ownership is concentrated: the five largest holders account for 68.2% of reported value and the top ten for 89.1%.
Compared with the prior quarter, 3 opened new positions, 8 added to existing stakes, 8 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
FOA is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 304.15K | $8.37M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 174.09K | $4.21M | 0.00% | Reduce |
| Citadel Advisors history | Q2 2026 | 120.50K | $3.32M | 0.00% | Add |
| Geode Capital Management history | Q2 2026 | 115.21K | $3.17M | 0.00% | Add |
| Two Sigma Investments history | Q2 2026 | 71.30K | $1.96M | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 66.10K | $1.82M | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 48.58K | $1.33M | 0.00% | New |
| AQR Capital Management history | Q2 2026 | 46.88K | $1.29M | 0.00% | New |
| Goldman Sachs Group history | Q2 2026 | 42.20K | $1.16M | 0.00% | Add |
| Lazard Asset Management history | Q4 2025 | 47.36K | $1.15M | 0.00% | New |
| D. E. Shaw & Co history | Q2 2026 | 36.92K | $1.02M | 0.00% | Add |
| Northern Trust Corp history | Q2 2026 | 32.63K | $897.95K | 0.00% | Reduce |
| Marshall Wace history | Q2 2026 | 31.17K | $857.85K | 0.00% | Reduce |
| Millennium Management history | Q1 2026 | 49.71K | $825.14K | 0.00% | Reduce |
| BNY Mellon history | Q2 2026 | 26.60K | $731.92K | 0.00% | Reduce |
| Renaissance Technologies history | Q3 2025 | 30.29K | $679.34K | 0.00% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 15.53K | $427.28K | 0.00% | Hold |
| UBS Group AG history | Q2 2026 | 15.13K | $416.30K | 0.00% | Reduce |
| Arrowstreet Capital history | Q1 2025 | 12.35K | $262.45K | 0.00% | Reduce |
| CPP Investments history | Q2 2026 | 9.10K | $250.43K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 48.58K sh · $1.33M
- AQR Capital Management 46.88K sh · $1.29M
- CPP Investments 9.10K sh · $250.43K
Fully Exited (vs previous quarter)
- Millennium Management sold 49.71K sh · $825.14K
- Invesco Ltd sold 10.04K sh · $166.70K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 14.39K | 27.90K | 30.39K | 264.81K | 277.18K | 295.72K | 288.28K | 304.15K |
| Citadel Advisors | 141.19K | 113.27K | 34.70K | 47.36K | 43.50K | 40.80K | 34.20K | 30.97K | 26.00K | 23.77K | — | 133.56K | — | 9.56K | 41.91K | 59.30K | 165.59K | 225.00K | 105.19K | 120.50K |
| Geode Capital Management | 441.31K | 308.24K | 307.81K | 474.44K | 531.36K | 588.05K | 590.50K | 870.70K | 859.83K | 864.74K | 905.61K | 416.80K | 76.92K | 79.12K | 82.24K | 136.67K | 117.10K | 108.42K | 111.23K | 115.21K |
| Two Sigma Investments | 84.09K | 189.81K | 21.58K | — | — | — | — | — | — | — | — | — | — | — | — | 26.20K | 88.89K | 133.36K | 115.44K | 71.30K |
| Morgan Stanley | 3.59K | 79.05K | 15.19K | 361.32K | 61.38K | 59.68K | 94.42K | 134.00K | 108.86K | 197.08K | 101.38K | 71.44K | 1.26K | 4.20K | 5.86K | 131.19K | 184.53K | 112.08K | 84.85K | 66.10K |
| JPMorgan Chase & Co | 30.09K | 55.96K | 75.01K | 21.76K | 21.76K | 27.63K | 1.00K | 46.17K | 36.00K | 63.85K | 76.34K | 11.57K | 130 | 484 | 48 | 2.10K | 40.19K | 35.23K | — | 48.58K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | 83.70K | — | — | — | — | — | — | — | 46.88K |
| Goldman Sachs Group | 13.88K | 36.75K | 21.55K | 29.13K | 24.80K | 30.25K | 17.70K | 62.37K | 89.54K | 38.68K | 25.80K | 527.13K | — | 30.37K | 22.40K | 12.05K | 27.30K | 40.34K | 21.34K | 42.20K |
| D. E. Shaw & Co | 10.00K | — | 34.63K | 10.67K | — | — | — | — | — | — | — | — | — | — | 89.30K | 97.40K | 47.40K | 17.39K | 27.51K | 36.92K |
| Northern Trust Corp | 281.54K | 165.44K | 159.45K | 288.31K | 394.72K | 395.12K | 375.50K | 465.72K | 469.53K | 448.30K | 426.27K | 409.00K | — | 17.04K | 16.97K | 40.85K | 35.13K | 33.56K | 34.03K | 32.63K |
| Marshall Wace | 148.89K | 351.32K | 155.82K | — | — | — | — | — | — | — | — | — | — | 9.84K | 21.08K | — | 92.99K | 88.14K | 37.27K | 31.17K |
| BNY Mellon | 106.58K | 198.35K | 186.01K | 196.24K | 209.33K | 106.14K | 106.14K | 141.65K | 147.06K | 147.06K | 160.41K | 13.60K | — | — | — | 11.37K | 11.25K | 29.58K | 27.77K | 26.60K |
| Charles Schwab Investment Management | 77.11K | 40.13K | 59.09K | 104.36K | 104.36K | 104.36K | 104.36K | 141.05K | 141.05K | 141.05K | 141.05K | — | — | — | — | 16.84K | 16.84K | 18.24K | 15.53K | 15.53K |
| UBS Group AG | 8.21K | 7.73K | 10.98K | 2.04K | 2.04K | 12.64K | 14.50K | 36.53K | 31.37K | 71.65K | 53.77K | 159 | 321 | 4.04K | 33.24K | 35.32K | 35.11K | 125.56K | 108.63K | 15.13K |
| CPP Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 9.10K |
| Deutsche Bank AG | 20.19K | 11.24K | 10.04K | 27.40K | 24.80K | 25.07K | 23.94K | 35.74K | — | — | — | — | — | — | — | 4.04K | — | 3.74K | 3.74K | 3.86K |
| Wells Fargo & Co | 2.30K | 10.94K | 3.78K | 379 | 76 | — | 6.95K | 20.25K | 13.07K | 16.31K | 18.73K | — | — | — | — | 2.85K | 44.70K | 12.90K | 8.90K | 3.26K |
| Citigroup Inc | 10.59K | 10.41K | 7.76K | 10.03K | 9.39K | 6.66K | 6.39K | 23.05K | 7.16K | 14.59K | 17.57K | 42.56K | 651 | 651 | 12 | 1.50K | 80 | 388 | 810 | 1.78K |
| Fidelity Management & Research (FMR) | — | — | 553 | 208 | 2.85K | 1.22K | 1.24K | 4.74K | 2.20K | 1.18K | 2.59K | 6.08K | 446 | 446 | 448 | 511 | 2.39K | 872 | 1.82K | 1.12K |
| Legal & General Investment Management America | 2.66K | 1.44K | 1.44K | 3.15K | 3.15K | 3.15K | 3.15K | 5.01K | 5.01K | 5.01K | 5.01K | — | — | — | — | 403 | 403 | 403 | 403 | 403 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details