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Beach Point Capital Management’s Finance of America Companies FOA Stock Holding History

Beach Point Capital Management’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 		$25.5M Hold
927,837
– – 9.89% 4
2026
Q1 		$15.4M Buy
927,837
+138,438
+18% +$2.86M 6.06% 4
2025
Q4 		$19.1M Buy
789,399
+669,336
+557% +$15.2M 7.39% 4
2025
Q3 		$2.69M Sell
120,063
-349,327
-74% -$8.72M 1.22% 8
2025
Q2 		$10.9M Sell
469,390
-6,492
-1% -$137K 4.57% 4
2025
Q1 		$10.1M Buy
+475,882
New +$11.6M 3.57% 6

Other funds holding FOA

CLG
Cooperman Leon G $3.55B AUM 41.85% 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
CI
Corient IA Miami, Florida $108M AUM 47.84% 1-Year Est. Return

Beach Point Capital Management's FOA Position: Q2 2026 in Review

Beach Point Capital Management held its Finance of America Companies (FOA) position steady in Q2 2026 at 927,837 shares worth $25.5M. The position accounts for 9.89% of the portfolio, ranked #4.

Beach Point Capital Management first reported a position in FOA in Q1 2025 and has held it in 6 quarters since. 78 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • Beach Point Capital Management held 927,837 shares of Finance of America Companies worth $25.5M as of Q2 2026.
  • Beach Point Capital Management left its Finance of America Companies share count unchanged in Q2 2026.
  • Finance of America Companies made up 9.89% of Beach Point Capital Management's portfolio in Q2 2026, its #4 holding.
  • Beach Point Capital Management first reported a position in Finance of America Companies in Q1 2025 and has held it in 6 quarters since.
  • 78 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on Beach Point Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.