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 Q1	$50	Buy	+3	New	+$62	﹤0.01%	4758

Other funds holding FOA

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BCM

Brigade Capital Management New York $806M AUM 20.71% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PUI

Purpose Unlimited Inc Toronto $2.42B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisory Services Network's FOA Position: Q1 2026 in Review

Advisory Services Network opened a new position in Finance of America Companies (FOA) in Q1 2026: 3 shares worth $50. The stake represents ﹤0.01% of the portfolio and ranks #4758 among its holdings.

71 funds tracked by Wall St. Rank hold FOA as of Q1 2026.

Advisory Services Network held 3 shares of Finance of America Companies worth $50 as of Q1 2026.
Finance of America Companies was a new Advisory Services Network position in Q1 2026.
Finance of America Companies made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4758 holding.
71 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.