Finance of America Companies Inc.
FOA- 交易所
- NYSE
- 產業
- Mortgage Bankers & Loan Correspondents
- SEC CIK
- 0001828937
近 90 天，Finance of America Companies Inc. 內部人申報 0 筆公開市場買進、10 筆賣出；2026 年第 2 季末有 77 家機構在 13F 申報持有，市值合計 $1.32 億；沒有大師持有。
2026 年第 2 季 13F 持有人
Finance of America Companies Inc. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 77
- 較 2026 年第 1 季 +7 家
- 持有股數
- 480.0 萬
- 較 2026 年第 1 季 +24.1 萬 (+5.3%)
- 總市值
- $1.32 億
- 較 2026 年第 1 季 +$5,643 萬 (+74.6%)
- 新進機構
- 19
- 另有 26 家加碼
- 清倉機構
- 12
- 另有 21 家減碼
另有 1 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 FOA 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 77 | $1.32 億 |
| 2026 年第 1 季 | 71 | $7,566 萬 |
| 2025 年第 4 季 | 67 | $1.45 億 |
| 2025 年第 3 季 | 72 | $1.61 億 |
| 2025 年第 2 季 | 59 | $1.58 億 |
| 2025 年第 1 季 | 46 | $1.36 億 |
| 2024 年第 4 季 | 36 | $1.54 億 |
| 2024 年第 3 季 | 23 | $5,588 萬 |
| 2024 年第 2 季 | 51 | $2,466 萬 |
| 2024 年第 1 季 | 48 | $3,794 萬 |
| 2023 年第 4 季 | 47 | $5,702 萬 |
| 2023 年第 3 季 | 45 | $6,524 萬 |
| 2023 年第 2 季 | 46 | $9,761 萬 |
| 2023 年第 1 季 | 46 | $6,156 萬 |
| 2022 年第 4 季 | 48 | $4,962 萬 |
| 2022 年第 3 季 | 55 | $5,659 萬 |
| 2022 年第 2 季 | 66 | $5,969 萬 |
| 2022 年第 1 季 | 67 | $2.75 億 |
| 2021 年第 4 季 | 69 | $3.71 億 |
| 2021 年第 3 季 | 55 | $4.71 億 |
| 2021 年第 2 季 | 61 | $7.74 億 |
| 2021 年第 1 季 | 0 | $0 |
2026 年第 2 季持有機構
每家機構持有 Finance of America Companies Inc. 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cooperman Leon G | 1,286,068 | $3,539 萬 | 1.00% | 00.0% | 不變 |
| Beach Point Capital Management LP | 927,837 | $2,553 萬 | 9.96% | 00.0% | 不變 |
| BlackRock, Inc. | 304,153 | $837.0 萬 | 0.00% | +15,874+5.5% | 加碼 |
| Vanguard Capital Management LLC | 281,039 | $773.4 萬 | 0.00% | −43,783−13.5% | 減碼 |
| Brigade Capital Management, LP | 280,476 | $771.9 萬 | 5.05% | +123,476+78.6% | 加碼 |
| American Century Companies Inc | 174,786 | $481.0 萬 | 0.00% | +14,186+8.8% | 加碼 |
| Dimensional Fund Advisors LP | 135,623 | $373.2 萬 | 0.00% | +33,562+32.9% | 加碼 |
| Geode Capital Management, LLC | 115,214 | $317.2 萬 | 0.00% | +3,988+3.6% | 加碼 |
| Purpose Unlimited Inc. | 110,021 | $302.8 萬 | 0.12% | 00.0% | 不變 |
| RBF Capital, LLC | 102,320 | $281.6 萬 | 0.12% | +9,320+10.0% | 加碼 |
| Corient IA LLC | 91,500 | $251.8 萬 | 2.32% | +84,000+1,120.0% | 加碼 |
| Jacobs Levy Equity Management, Inc | 89,168 | $245.4 萬 | 0.01% | +18,489+26.2% | 加碼 |
| State Street Corp | 73,284 | $201.7 萬 | 0.00% | −192−0.3% | 減碼 |
| Two Sigma Investments, LP | 71,300 | $196.2 萬 | 0.00% | −44,144−38.2% | 減碼 |
| Segall Bryant & Hamill, LLC | 66,892 | $184.1 萬 | 0.02% | +66,892 | 新進 |
| Morgan Stanley | 66,100 | $181.9 萬 | 0.00% | −18,749−22.1% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 56,206 | $154.7 萬 | 0.13% | 00.0% | 不變 |
| JPMorgan Chase & Co | 48,582 | $133.1 萬 | 0.00% | +7,801+19.1% | 加碼 |
| AQR Capital Management LLC | 46,876 | $129.0 萬 | 0.00% | +46,876 | 新進 |
| Goldman Sachs Group Inc | 42,195 | $116.1 萬 | 0.00% | +20,857+97.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 36,924 | $101.6 萬 | 0.00% | +9,416+34.2% | 加碼 |
| Northern Trust Corp | 32,629 | $89.8 萬 | 0.00% | −1,403−4.1% | 減碼 |
| Vanguard Fiduciary Trust Co | 31,700 | $87.2 萬 | 0.00% | −3,499−9.9% | 減碼 |
| Marshall Wace, LLP | 31,172 | $85.8 萬 | 0.00% | −6,101−16.4% | 減碼 |
| Susquehanna International Group, LLP | 30,452 | $83.8 萬 | 0.00% | −13,108−30.1% | 減碼 |
| Bank of New York Mellon Corp | 26,596 | $73.2 萬 | 0.00% | −1,178−4.2% | 減碼 |
| Vanguard Portfolio Management LLC | 26,361 | $72.5 萬 | 0.00% | +345+1.3% | 加碼 |
| LSV Asset Management | 20,054 | $55.2 萬 | 0.00% | +20,054 | 新進 |
| State of Wisconsin Investment Board | 18,259 | $50.2 萬 | 0.00% | −7,791−29.9% | 減碼 |
| Ameriprise Financial Inc | 17,521 | $48.2 萬 | 0.00% | +17,521 | 新進 |
| First Trust Advisors LP | 17,018 | $46.8 萬 | 0.00% | −192−1.1% | 減碼 |
| Charles Schwab Investment Management Inc | 15,526 | $42.7 萬 | 0.00% | −70.0% | 減碼 |
| UBS Group AG | 15,127 | $41.6 萬 | 0.00% | −9,102−37.6% | 減碼 |
| Bridgeway Capital Management, LLC | 13,944 | $38.4 萬 | 0.01% | +400+3.0% | 加碼 |
| Russell Investments Group, Ltd. | 13,427 | $37.0 萬 | 0.00% | +480+3.7% | 加碼 |
| XTX Topco Ltd | 10,742 | $29.6 萬 | 0.00% | −3,475−24.4% | 減碼 |
| Raymond James Financial Inc | 10,360 | $28.5 萬 | 0.00% | +10,360 | 新進 |
| Canada Pension Plan Investment Board | 9,100 | $25.0 萬 | 0.00% | +9,100 | 新進 |
| IMC-Chicago, LLC | 8,738 | $24.0 萬 | 0.00% | +8,738 | 新進 |
| Public Employees Retirement System of Ohio | 8,730 | $24.0 萬 | 0.00% | +3,280+60.2% | 加碼 |
| State of Wyoming | 7,737 | $21.3 萬 | 0.02% | +7,737 | 新進 |
| Deutsche Bank AG | 3,856 | $10.6 萬 | 0.00% | +115+3.1% | 加碼 |
| Rhumbline Advisers | 3,723 | $10.2 萬 | 0.00% | −134−3.5% | 減碼 |
| New York State Common Retirement Fund | 3,400 | $9.36 萬 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 3,258 | $8.97 萬 | 0.00% | +1,561+92.0% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 1,792 | $4.93 萬 | 0.00% | −574−24.3% | 減碼 |
| Citigroup Inc | 1,782 | $4.90 萬 | 0.00% | +972+120.0% | 加碼 |
| Vanguard Global Advisers, LLC | 1,713 | $4.71 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 1,528 | $4.21 萬 | 0.00% | +766+100.5% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 1,251 | $3.44 萬 | 0.00% | 00.0% | 不變 |
| FMR LLC | 1,122 | $3.09 萬 | 0.00% | −694−38.2% | 減碼 |
| Group One Trading, L.P. | 992 | $2.73 萬 | 0.00% | −2,434−71.0% | 減碼 |
| Royal Bank of Canada | 937 | $2.60 萬 | 0.00% | +372+65.8% | 加碼 |
| SRS Capital Advisors, Inc. | 545 | $1.50 萬 | 0.00% | +545 | 新進 |
| Ameritas Investment Partners, Inc. | 453 | $1.25 萬 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 433 | $1.19 萬 | 0.00% | −231−34.8% | 減碼 |
| Legal & General Group Plc | 403 | $1.11 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 169 | $4,651 | 0.00% | +140+482.8% | 加碼 |
| Allworth Financial LP | 148 | $4,073 | 0.00% | +134+957.1% | 加碼 |
| IFP Advisors, Inc | 90 | $2,477 | 0.00% | +89+8,900.0% | 加碼 |
| Sterling Capital Management LLC | 84 | $2,312 | 0.00% | −65−43.6% | 減碼 |
| California State Teachers Retirement System | 54 | $1,486 | 0.00% | −221−80.4% | 減碼 |
| EverSource Wealth Advisors, LLC | 43 | $1,184 | 0.00% | +40+1,333.3% | 加碼 |
| Covestor Ltd | 51 | $1,000 | 0.00% | +51 | 新進 |
| Rothschild Investment LLC | 29 | $798 | 0.00% | +28+2,800.0% | 加碼 |
| GAMMA Investing LLC | 25 | $688 | 0.00% | +25 | 新進 |
| Action Point Financial Planning, LLC | 25 | $688 | 0.00% | +25 | 新進 |
| Bogart Wealth, LLC | 23 | $633 | 0.00% | +23 | 新進 |
| Jones Financial Companies LLLP | 23 | $557 | 0.00% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 18 | $495 | 0.00% | +18 | 新進 |
| Farther Finance Advisors, LLC | 14 | $385 | 0.00% | +12+600.0% | 加碼 |
| True Wealth Design, LLC | 11 | $303 | 0.00% | +11 | 新進 |
| Wealth Enhancement Trust Services, Inc. | 10 | $275 | 0.00% | +10 | 新進 |
| SJS Investment Consulting Inc. | 8 | $221 | 0.00% | +8 | 新進 |
| JPL Wealth Management, LLC | 3 | $83 | 0.00% | +3 | 新進 |
| Transamerica Financial Advisors, Inc. | 3 | $82 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 2 | $56 | 0.00% | +2 | 新進 |
| Millennium Management LLC | 0 | $0 | 0.00% | −49,707−100.0% | 清倉 |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −25,289−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −23,891−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −11,268−100.0% | 清倉 |
| Nuveen, LLC | 0 | $0 | 0.00% | −10,916−100.0% | 清倉 |
| Invesco Ltd. | 0 | $0 | 0.00% | −10,042−100.0% | 清倉 |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −7,703−100.0% | 清倉 |
| PEAK6 LLC | 0 | $0 | 0.00% | −937−100.0% | 清倉 |
| Essential Partners LLC | 0 | $0 | 0.00% | −41−100.0% | 清倉 |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −22−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| CWM, LLC | – | – | – | – | 本季未申報 |