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Caption Management’s Finance of America Companies FOA Stock Holding History

Caption 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
Q1 		$3.58M Sell
215,700
-600
-0.3% -$12.4K 0.02% 631
2025
Q4 		$5.24M Hold
216,300
– – 0.04% 506
2025
Q3 		$4.85M Buy
+216,300
New +$5.4M 0.04% 502

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

Caption Management's FOA Position: Q3 2025 in Review

Caption Management sold out of Finance of America Companies (FOA) in Q3 2025, closing a stake of 1,746 shares — an estimated $43.6K sold.

Caption Management first reported a position in FOA in Q2 2025 and held it in 1 quarter. The position peaked at $40.7K in Q2 2025. 72 funds tracked by Wall St. Rank hold FOA as of Q3 2025.

  • Caption Management reported no remaining Finance of America Companies position as of Q3 2025 after selling out during the quarter.
  • Caption Management sold 1,746 Finance of America Companies shares in Q3 2025, an estimated $43.6K.
  • Caption Management first reported a position in Finance of America Companies in Q2 2025 and held it in 1 quarter.
  • Caption Management's Finance of America Companies position peaked at $40.7K in Q2 2025.
  • 72 funds tracked by Wall St. Rank held Finance of America Companies as of Q3 2025.

Based on Caption Management's 13F filing for Q3 2025, filed 14 Nov 2025.