Ameritas Investment Partners’s Finance of America Companies FOA Stock Holding History

Ameritas Investment Partners’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	$7.52K	Hold	453	–	–	﹤0.01%	2921
2025 Q4	$11K	Hold	453	–	–	﹤0.01%	2886
2025 Q3	$10.2K	Hold	453	–	–	﹤0.01%	2947
2025 Q2	$10.6K	Buy	+453	New	+$9.53K	﹤0.01%	2959
2024 Q2	–	Sell	-262	Closed	-$1.92K	–	3169
2024 Q1	$1.92K	Hold	262	–	–	﹤0.01%	3029
2023 Q4	$2.88K	Hold	262	–	–	﹤0.01%	3039
2023 Q3	$3.35K	Hold	262	–	–	﹤0.01%	3034
2023 Q2	$5K	Hold	262	–	–	﹤0.01%	3028
2023 Q1	$3.25K	Hold	262	–	–	﹤0.01%	2924
2022 Q4	$4.63K	Hold	262	–	–	﹤0.01%	2932
2022 Q3	$3K	Hold	262	–	–	﹤0.01%	2977
2022 Q2	$4K	Hold	262	–	–	﹤0.01%	2976
2022 Q1	$8K	Hold	262	–	–	﹤0.01%	2856
2021 Q4	$10K	Hold	262	–	–	﹤0.01%	2892
2021 Q3	$13K	Hold	262	–	–	﹤0.01%	2872
2021 Q2	$20K	Buy	+262	New	+$25.4K	﹤0.01%	2736

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 $258M AUM 20.26% 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

Ameritas Investment Partners's FOA Position: Q1 2026 in Review

Ameritas Investment Partners held its Finance of America Companies (FOA) position steady in Q1 2026 at 453 shares worth $7.52K. The position accounts for ﹤0.01% of the portfolio, ranked #2921.

Ameritas Investment Partners first reported a position in FOA in Q2 2021 and has held it in 16 quarters since. The position peaked at $20K in Q2 2021. 71 funds tracked by Wall St. Rank hold FOA as of Q1 2026.

Ameritas Investment Partners held 453 shares of Finance of America Companies worth $7.52K as of Q1 2026.
Ameritas Investment Partners left its Finance of America Companies share count unchanged in Q1 2026.
Finance of America Companies made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #2921 holding.
Ameritas Investment Partners first reported a position in Finance of America Companies in Q2 2021 and has held it in 16 quarters since.
Ameritas Investment Partners's Finance of America Companies position peaked at $20K in Q2 2021.
71 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.