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Allworth Financial’s Finance of America Companies FOA Stock Holding History

Allworth Financial’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 		$233 Buy
14
+9
+180% +$186 ﹤0.01% 4899
2025
Q4 		$122 Buy
5
+4
+400% +$91 ﹤0.01% 4761
2025
Q3 		$23 Buy
+1
New +$25 ﹤0.01% 4815

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allworth Financial's FOA Position: Q1 2026 in Review

Allworth Financial increased its Finance of America Companies (FOA) stake by 180% in Q1 2026, buying an estimated $186 and bringing the position to 14 shares worth $233. The position accounts for ﹤0.01% of the portfolio, ranked #4899.

Allworth Financial first reported a position in FOA in Q3 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold FOA as of Q1 2026.

  • Allworth Financial held 14 shares of Finance of America Companies worth $233 as of Q1 2026.
  • Allworth Financial bought 9 Finance of America Companies shares in Q1 2026, an estimated $186.
  • Finance of America Companies made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4899 holding.
  • Allworth Financial first reported a position in Finance of America Companies in Q3 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.