Bank of New York Mellon
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Bank of New York Mellon’s Finance of America Companies FOA Stock Holding History

Bank of New York Mellon’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 		$732K Sell
26,596
-1,178
-4% -$24K ﹤0.01% 3546
2026
Q1 		$461K Sell
27,774
-1,809
-6% -$37.4K ﹤0.01% 3649
2025
Q4 		$716K Buy
29,583
+18,337
+163% +$418K ﹤0.01% 3426
2025
Q3 		$252K Sell
11,246
-124
-1% -$3.1K ﹤0.01% 3931
2025
Q2 		$265K Buy
+11,370
New +$239K ﹤0.01% 3855
2024
Q3 		– Sell
-1,360
Closed -$6.71K – 4122
2024
Q2 		$6.71K Sell
1,360
-14,682
-92% -$89.5K ﹤0.01% 4109
2024
Q1 		$118K Buy
16,042
+1,336
+9% +$11.6K ﹤0.01% 4018
2023
Q4 		$162K Hold
14,706
– – ﹤0.01% 4008
2023
Q3 		$188K Buy
14,706
+541
+4% +$8.96K ﹤0.01% 3974
2023
Q2 		$271K Buy
14,165
+3,551
+33% +$59.5K ﹤0.01% 3883
2023
Q1 		$132K Hold
10,614
– – ﹤0.01% 4024
2022
Q4 		$135K Sell
10,614
-10,319
-49% -$151K ﹤0.01% 4074
2022
Q3 		$309K Buy
20,933
+1,309
+7% +$20.7K ﹤0.01% 3820
2022
Q2 		$308K Buy
19,624
+1,023
+5% +$23.6K ﹤0.01% 3861
2022
Q1 		$566K Sell
18,601
-1,234
-6% -$43K ﹤0.01% 3635
2021
Q4 		$787K Buy
19,835
+9,177
+86% +$435K ﹤0.01% 3523
2021
Q3 		$528K Buy
10,658
+2,354
+28% +$140K ﹤0.01% 3782
2021
Q2 		$634K Buy
+8,304
New +$804K ﹤0.01% 3657

Other funds holding FOA

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of New York Mellon's FOA Position: Q2 2026 in Review

Bank of New York Mellon reduced its Finance of America Companies (FOA) stake by 4.2% in Q2 2026, selling an estimated $24K and leaving 26,596 shares worth $732K. The position accounts for ﹤0.01% of the portfolio, ranked #3546.

Bank of New York Mellon first reported a position in FOA in Q2 2021 and has held it in 18 quarters since. The position peaked at $787K in Q4 2021. 37 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • Bank of New York Mellon held 26,596 shares of Finance of America Companies worth $732K as of Q2 2026.
  • Bank of New York Mellon sold 1,178 Finance of America Companies shares in Q2 2026, an estimated $24K.
  • Finance of America Companies made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3546 holding.
  • Bank of New York Mellon first reported a position in Finance of America Companies in Q2 2021 and has held it in 18 quarters since.
  • Bank of New York Mellon's Finance of America Companies position peaked at $787K in Q4 2021.
  • 37 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.