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

Barclays’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
Q3 		$18K Buy
1,426
+993
+229% +$20.2K ﹤0.01% 4764
2026
Q2 		$11.9K Sell
433
-231
-35% -$4.71K ﹤0.01% 4680
2026
Q1 		$11K Sell
664
-7,243
-92% -$150K ﹤0.01% 4684
2025
Q4 		$191K Buy
7,907
+1,525
+24% +$34.7K ﹤0.01% 4347
2025
Q3 		$143K Sell
6,382
-1,029
-14% -$25.7K ﹤0.01% 4507
2025
Q2 		$173K Sell
7,411
-10,109
-58% -$213K ﹤0.01% 4371
2025
Q1 		$372K Buy
17,520
+20
+0.1% +$489 ﹤0.01% 3706
2024
Q4 		$492K Buy
+17,500
New +$312K ﹤0.01% 3833
2024
Q3 		– Sell
-1,843
Closed -$9.08K – 5346
2024
Q2 		$9.08K Sell
1,843
-1,998
-52% -$12.2K ﹤0.01% 4526
2024
Q1 		$28.2K Sell
3,841
-3,549
-48% -$30.8K ﹤0.01% 4711
2023
Q4 		$81.3K Buy
7,390
+6,359
+617% +$65.3K ﹤0.01% 4682
2023
Q3 		$13.2K Sell
1,031
-41
-4% -$679 ﹤0.01% 4260
2023
Q2 		$20.5K Sell
1,072
-994
-48% -$16.7K ﹤0.01% 4132
2023
Q1 		$25.6K Buy
2,066
+1,013
+96% +$15.5K ﹤0.01% 4608
2022
Q4 		$13.4K Buy
1,053
+888
+538% +$13K ﹤0.01% 4882
2022
Q3 		$2K Sell
165
-30
-15% -$475 ﹤0.01% 4630
2022
Q2 		$3K Sell
195
-689
-78% -$15.9K ﹤0.01% 4845
2022
Q1 		$26K Buy
+884
New +$30.8K ﹤0.01% 4351

Other funds holding FOA

Beach Point Capital Management
Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Barclays's FOA Position: Q3 2026 in Review

Barclays increased its Finance of America Companies (FOA) stake by 229% in Q3 2026, buying an estimated $20.2K and bringing the position to 1,426 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #4764.

Barclays first reported a position in FOA in Q1 2022 and has held it in 18 quarters since. The position peaked at $492K in Q4 2024. 24 funds tracked by Wall St. Rank hold FOA as of Q3 2026.

  • Barclays held 1,426 shares of Finance of America Companies worth $18K as of Q3 2026.
  • Barclays bought 993 Finance of America Companies shares in Q3 2026, an estimated $20.2K.
  • Finance of America Companies made up ﹤0.01% of Barclays's portfolio in Q3 2026, its #4764 holding.
  • Barclays first reported a position in Finance of America Companies in Q1 2022 and has held it in 18 quarters since.
  • Barclays's Finance of America Companies position peaked at $492K in Q4 2024.
  • 24 funds tracked by Wall St. Rank held Finance of America Companies as of Q3 2026.

Based on Barclays's 13F filing for Q3 2026, filed 6 Nov 2026.