Citadel Advisors
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Citadel Advisors’s Finance of America Companies FOA Stock Holding History

Citadel Advisors’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 		– Sell
-23,891
Closed -$487K – 14060
2026
Q1 		$397K Buy
+23,891
New +$494K ﹤0.01% 9832
2025
Q4 		– Sell
-102,394
Closed -$2.33M – 13107
2025
Q3 		$2.3M Buy
102,394
+87,394
+583% +$2.18M ﹤0.01% 5796
2025
Q2 		$350K Buy
15,000
+12,488
+497% +$263K ﹤0.01% 9442
2025
Q1 		$53.4K Sell
2,512
-945
-27% -$23.1K ﹤0.01% 12251
2024
Q4 		$97.2K Buy
+3,457
New +$61.6K ﹤0.01% 11528
2024
Q3 		– Sell
-12,556
Closed -$61.9K – 14535
2024
Q2 		$61.9K Buy
+12,556
New +$76.6K ﹤0.01% 11527
2024
Q1 		– Sell
-197
Closed -$2.16K – 14840
2023
Q4 		$2.16K Sell
197
-63
-24% -$647 ﹤0.01% 13732
2023
Q3 		$3.32K Buy
260
+143
+122% +$2.37K ﹤0.01% 13597
2023
Q2 		$2.24K Buy
+117
New +$1.96K ﹤0.01% 13807
2023
Q1 		– Hold
0
– – – 14955
2022
Q4 		– Hold
0
– – – 14810
2022
Q3 		– Sell
-1,176
Closed -$18.6K – 12931
2022
Q2 		$18K Buy
+1,176
New +$27.2K ﹤0.01% 12437
2022
Q1 		– Sell
-6,617
Closed -$230K – 13913
2021
Q4 		$263K Buy
6,617
+1,768
+36% +$83.9K ﹤0.01% 11225
2021
Q3 		$240K Buy
4,849
+2,533
+109% +$150K ﹤0.01% 11567
2021
Q2 		$177K Buy
+2,316
New +$224K ﹤0.01% 12307

Other funds holding FOA

CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 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

Citadel Advisors's FOA Position: Q2 2026 in Review

Citadel Advisors sold out of Finance of America Companies (FOA) in Q2 2026, closing a stake of 23,891 shares — an estimated $487K sold.

Citadel Advisors first reported a position in FOA in Q2 2021 and held it in 13 quarters. The position peaked at $2.3M in Q3 2025. 78 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • Citadel Advisors reported no remaining Finance of America Companies position as of Q2 2026 after selling out during the quarter.
  • Citadel Advisors sold 23,891 Finance of America Companies shares in Q2 2026, an estimated $487K.
  • Citadel Advisors first reported a position in Finance of America Companies in Q2 2021 and held it in 13 quarters.
  • Citadel Advisors's Finance of America Companies position peaked at $2.3M in Q3 2025.
  • 78 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.