Bank of America
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Bank of America’s Finance of America Companies FOA Stock Holding History

Bank of America’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 		– Sell
-6,916
Closed -$167K – 6136
2025
Q4 		$167K Sell
6,916
-34,520
-83% -$786K ﹤0.01% 5419
2025
Q3 		$929K Sell
41,436
-773
-2% -$19.3K ﹤0.01% 5377
2025
Q2 		$984K Buy
42,209
+36,810
+682% +$774K ﹤0.01% 5307
2025
Q1 		$115K Buy
5,399
+3,093
+134% +$75.6K ﹤0.01% 6434
2024
Q4 		$64.8K Buy
2,306
+2,242
+3,503% +$39.9K ﹤0.01% 6556
2024
Q3 		$740 Sell
64
-919
-93% -$7.38K ﹤0.01% 7305
2024
Q2 		$4.83K Sell
983
-3,220
-77% -$19.6K ﹤0.01% 7012
2024
Q1 		$30.9K Sell
4,203
-7,208
-63% -$62.6K ﹤0.01% 6653
2023
Q4 		$126K Buy
11,411
+2,167
+23% +$22.3K ﹤0.01% 6286
2023
Q3 		$118K Buy
9,244
+2,272
+33% +$37.6K ﹤0.01% 6180
2023
Q2 		$133K Buy
6,972
+1,983
+40% +$33.3K ﹤0.01% 6080
2023
Q1 		$61.9K Sell
4,989
-1,668
-25% -$25.5K ﹤0.01% 6432
2022
Q4 		$84.5K Buy
6,657
+3,824
+135% +$56K ﹤0.01% 6294
2022
Q3 		$42K Buy
2,833
+312
+12% +$4.94K ﹤0.01% 6749
2022
Q2 		$39K Buy
2,521
+1,917
+317% +$44.3K ﹤0.01% 6952
2022
Q1 		$18K Sell
604
-958
-61% -$33.4K ﹤0.01% 7556
2021
Q4 		$61K Sell
1,562
-841
-35% -$39.9K ﹤0.01% 7123
2021
Q3 		$118K Buy
2,403
+818
+52% +$48.6K ﹤0.01% 6629
2021
Q2 		$121K Buy
+1,585
New +$153K ﹤0.01% 6412

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
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

Bank of America's FOA Position: Q1 2026 in Review

Bank of America sold out of Finance of America Companies (FOA) in Q1 2026, closing a stake of 6,916 shares — an estimated $167K sold.

Bank of America first reported a position in FOA in Q2 2021 and held it in 19 quarters. The position peaked at $984K in Q2 2025. 71 funds tracked by Wall St. Rank hold FOA as of Q1 2026.

  • Bank of America reported no remaining Finance of America Companies position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 6,916 Finance of America Companies shares in Q1 2026, an estimated $167K.
  • Bank of America first reported a position in Finance of America Companies in Q2 2021 and held it in 19 quarters.
  • Bank of America's Finance of America Companies position peaked at $984K in Q2 2025.
  • 71 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.