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Advisory Services Network’s Finance of America Companies FOA Stock Holding History

Advisory Services Network’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 		– Sell
-3
Closed -$50 – 3061
2026
Q1 		$50 Buy
+3
New +$62 ﹤0.01% 4758

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PUI
Purpose Unlimited Inc Toronto $2.62B AUM
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Advisory Services Network's FOA Position: Q2 2026 in Review

Advisory Services Network sold out of Finance of America Companies (FOA) in Q2 2026, closing a stake of 3 shares — an estimated $50 sold.

Advisory Services Network first reported a position in FOA in Q1 2026 and held it in 1 quarter. The position peaked at $50 in Q1 2026. 78 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • Advisory Services Network reported no remaining Finance of America Companies position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 3 Finance of America Companies shares in Q2 2026, an estimated $50.
  • Advisory Services Network first reported a position in Finance of America Companies in Q1 2026 and held it in 1 quarter.
  • Advisory Services Network's Finance of America Companies position peaked at $50 in Q1 2026.
  • 78 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.