Finance of America Companies Inc.
FOA- Exchange
- NYSE
- Industry
- Mortgage Bankers & Loan Correspondents
- SEC CIK
- 0001828937
In the last 90 days, Finance of America Companies Inc. insiders filed 0 open-market purchases and 9 sales; 77 institutions reported holding it in 13F filings for Q2 2026, worth $132.1M in total; no superinvestor holds it.
Q2 2026 vs. Q1 2026
How the institutions holding Finance of America Companies Inc. changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Of which not filed for Q2 2026 | Q2 2026 | Change |
|---|---|---|---|---|
| Holders | 71 | 1 | 77 | +7 |
| Shares | 4.56M | 85 | 4.80M | +240.8K (+5.3%) |
| Value | $75.7M | $1.41K | $132.1M | +$56.4M (+74.6%) |
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (19)
Institutions that held Finance of America Companies Inc. at the end of Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Segall Bryant & Hamill, LLC | 66,892 | $1.84M | 0.02% |
| AQR Capital Management LLC | 46,876 | $1.29M | 0.00% |
| LSV Asset Management | 20,054 | $552.0K | 0.00% |
| Ameriprise Financial Inc | 17,521 | $482.2K | 0.00% |
| Raymond James Financial Inc | 10,360 | $285.1K | 0.00% |
| Canada Pension Plan Investment Board | 9,100 | $250.4K | 0.00% |
| IMC-Chicago, LLC | 8,738 | $240.5K | 0.00% |
| State of Wyoming | 7,737 | $212.9K | 0.02% |
| SRS Capital Advisors, Inc. | 545 | $15.0K | 0.00% |
| Covestor Ltd | 51 | $1.00K | 0.00% |
| GAMMA Investing LLC | 25 | $688 | 0.00% |
| Action Point Financial Planning, LLC | 25 | $688 | 0.00% |
| Bogart Wealth, LLC | 23 | $633 | 0.00% |
| Fortitude Family Office, LLC | 18 | $495 | 0.00% |
| True Wealth Design, LLC | 11 | $303 | 0.00% |
| Wealth Enhancement Trust Services, Inc. | 10 | $275 | 0.00% |
| SJS Investment Consulting Inc. | 8 | $221 | 0.00% |
| JPL Wealth Management, LLC | 3 | $83 | 0.00% |
| Clearstead Advisors, LLC | 2 | $56 | 0.00% |
Sold out (12)
Institutions that held Finance of America Companies Inc. at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Millennium Management LLC | 49,707 | $825.1K |
| Integrated Wealth Concepts LLC | 25,289 | $419.8K |
| Citadel Advisors LLC | 23,891 | $396.6K |
| Simplex Trading, LLC | 11,268 | $187.0K |
| Nuveen, LLC | 10,916 | $181.2K |
| Invesco Ltd. | 10,042 | $166.7K |
| Los Angeles Capital Management LLC | 7,703 | $127.9K |
| PEAK6 LLC | 937 | $15.6K |
| Essential Partners LLC | 41 | $681 |
| Root Financial Partners, LLC | 22 | $365 |
| MAI Capital Management | 13 | $216 |
| Advisory Services Network, LLC | 3 | $50 |
Not filed for Q2 2026 yet (1)
Institutions that held Finance of America Companies Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| CWM, LLC | 85 | $1.41K |