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
Q1 		$689K Sell
41,500
-183,500
-82% -$3.79M ﹤0.01% 8523
2025
Q4 		$5.45M Buy
225,000
+192,200
+586% +$4.38M ﹤0.01% 4163
2025
Q3 		$736K Buy
32,800
+4,200
+15% +$105K ﹤0.01% 8228
2025
Q2 		$667K Buy
28,600
+2,700
+10% +$56.8K ﹤0.01% 7954
2025
Q1 		$551K Buy
25,900
+20,000
+339% +$489K ﹤0.01% 8270
2024
Q4 		$166K Buy
+5,900
New +$105K ﹤0.01% 10727
2024
Q3 		– Sell
-800
Closed -$3.94K – 14534
2024
Q2 		$3.94K Buy
+800
New +$4.88K ﹤0.01% 13528
2024
Q1 		– Sell
-2,170
Closed -$23.9K – 14839
2023
Q4 		$23.9K Sell
2,170
-60
-3% -$616 ﹤0.01% 12471
2023
Q3 		$28.5K Sell
2,230
-240
-10% -$3.98K ﹤0.01% 12314
2023
Q2 		$47.2K Sell
2,470
-550
-18% -$9.22K ﹤0.01% 11867
2023
Q1 		$37.4K Sell
3,020
-1,060
-26% -$16.2K ﹤0.01% 12502
2022
Q4 		$51.8K Sell
4,080
-270
-6% -$3.96K ﹤0.01% 12090
2022
Q3 		$64K Buy
4,350
+790
+22% +$12.5K ﹤0.01% 11445
2022
Q2 		$56K Buy
3,560
+1,670
+88% +$38.6K ﹤0.01% 11854
2022
Q1 		$57K Sell
1,890
-220
-10% -$7.66K ﹤0.01% 12703
2021
Q4 		$84K Sell
2,110
-3,660
-63% -$174K ﹤0.01% 12886
2021
Q3 		$286K Sell
5,770
-16,930
-75% -$1.01M ﹤0.01% 11145
2021
Q2 		$1.73M Buy
+22,700
New +$2.2M ﹤0.01% 6952

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

Citadel Advisors's FOA Position: Q1 2026 in Review

Citadel Advisors opened a new position in Finance of America Companies (FOA) in Q1 2026: 23,891 shares worth $397K. The stake represents ﹤0.01% of the portfolio and ranks #9832 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in FOA as recently as Q3 2025.

Citadel Advisors first reported a position in FOA in Q2 2021 and has held it in 13 quarters since. The position peaked at $2.3M in Q3 2025. 71 funds tracked by Wall St. Rank hold FOA as of Q1 2026.

  • Citadel Advisors held 23,891 shares of Finance of America Companies worth $397K as of Q1 2026.
  • Finance of America Companies was a new Citadel Advisors position in Q1 2026.
  • Finance of America Companies made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #9832 holding.
  • Citadel Advisors first reported a position in Finance of America Companies in Q2 2021 and has held it in 13 quarters since.
  • Citadel Advisors's Finance of America Companies position peaked at $2.3M in Q3 2025.
  • 71 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.