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Arax Advisory Partners’s Finance of America Companies FOA Stock Holding History

Arax Advisory 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
Q2 		$15K Buy
+545
New +$11.1K ﹤0.01% 4135
2025
Q4 		– Sell
-16
Closed -$359 – 4241
2025
Q3 		$359 Buy
+16
New +$400 ﹤0.01% 3399
2024
Q4 		– Sell
-48
Closed -$556 – 2531
2024
Q3 		$556 Buy
+48
New +$386 ﹤0.01% 2386

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

Arax Advisory Partners's FOA Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Finance of America Companies (FOA) in Q2 2026: 545 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #4135 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in FOA as recently as Q3 2025.

Arax Advisory Partners first reported a position in FOA in Q3 2024 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • Arax Advisory Partners held 545 shares of Finance of America Companies worth $15K as of Q2 2026.
  • Finance of America Companies was a new Arax Advisory Partners position in Q2 2026.
  • Finance of America Companies made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4135 holding.
  • Arax Advisory Partners first reported a position in Finance of America Companies in Q3 2024 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.