Bogart Wealth LLC’s Finance of America Companies FOA Stock Holding History

Bogart Wealth LLC’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	$633	Buy	+23	New	+$469	﹤0.01%	1720

Other funds holding FOA

Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Bogart Wealth LLC's FOA Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Finance of America Companies (FOA) in Q2 2026: 23 shares worth $633. The stake represents ﹤0.01% of the portfolio and ranks #1720 among its holdings.

11 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

Bogart Wealth LLC held 23 shares of Finance of America Companies worth $633 as of Q2 2026.
Finance of America Companies was a new Bogart Wealth LLC position in Q2 2026.
Finance of America Companies made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1720 holding.
11 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.