Action Point Financial Planning’s Finance of America Companies FOA Stock Holding History

Action Point Financial Planning’s Portfolio FOA Stock Details FOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$688	Buy	+25	New	+$510	﹤0.01%	2580

Other funds holding FOA

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BCM

Brigade Capital Management New York $534M AUM 44.37% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PUI

Purpose Unlimited Inc Toronto $2.62B AUM

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Action Point Financial Planning's FOA Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Finance of America Companies (FOA) in Q2 2026: 25 shares worth $688. The stake represents ﹤0.01% of the portfolio and ranks #2580 among its holdings.

77 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

Action Point Financial Planning held 25 shares of Finance of America Companies worth $688 as of Q2 2026.
Finance of America Companies was a new Action Point Financial Planning position in Q2 2026.
Finance of America Companies made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2580 holding.
77 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.