Carson Wealth (CWM LLC)’s Finance of America Companies FOA Stock Holding History

Carson Wealth (CWM 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 Q1	$1.41K	Sell	85 -7	-8%	-$145	﹤0.01%	5344
2025 Q4	$2K	Buy	92 +88	+2,200%	+$2K	﹤0.01%	5076
2025 Q3	$0	Buy	+4	New	+$100	﹤0.01%	5363
2024 Q3	–	Sell	-170	Closed	-$1K	–	4920
2024 Q2	$1K	Buy	170 +169	+16,900%	+$1.03K	﹤0.01%	4382
2024 Q1	$0	Buy	+1	New	+$9	﹤0.01%	4457
2022 Q3	–	Sell	-16	Closed	–	–	3995
2022 Q2	$0	Buy	+16	New	+$370	﹤0.01%	3887

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FOA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Finance of America Companies (FOA) stake by 7.6% in Q1 2026, selling an estimated $145 and leaving 85 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #5344.

Carson Wealth (CWM LLC) first reported a position in FOA in Q2 2022 and has held it in 6 quarters since. The position peaked at $2K in Q4 2025. 71 funds tracked by Wall St. Rank hold FOA as of Q1 2026.

Carson Wealth (CWM LLC) held 85 shares of Finance of America Companies worth $1.41K as of Q1 2026.
Carson Wealth (CWM LLC) sold 7 Finance of America Companies shares in Q1 2026, an estimated $145.
Finance of America Companies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5344 holding.
Carson Wealth (CWM LLC) first reported a position in Finance of America Companies in Q2 2022 and has held it in 6 quarters since.
Carson Wealth (CWM LLC)'s Finance of America Companies position peaked at $2K in Q4 2025.
71 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.