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 		$1.6M Buy
58,000
+18,200
+46% +$371K ﹤0.01% 7068
2026
Q1 		$661K Buy
+39,800
New +$823K ﹤0.01% 8625
2025
Q4 		– Sell
-30,400
Closed -$682K – 13108
2025
Q3 		$682K Buy
30,400
+14,700
+94% +$367K ﹤0.01% 8396
2025
Q2 		$366K Buy
15,700
+2,200
+16% +$46.3K ﹤0.01% 9354
2025
Q1 		$287K Buy
13,500
+13,300
+6,650% +$325K ﹤0.01% 9704
2024
Q4 		$5.62K Buy
+200
New +$3.56K ﹤0.01% 13849
2024
Q1 		– Sell
-10
Closed -$110 – 14841
2023
Q4 		$110 Sell
10
-100
-91% -$1.03K ﹤0.01% 14125
2023
Q3 		$1.41K Sell
110
-400
-78% -$6.63K ﹤0.01% 13870
2023
Q2 		$9.74K Buy
510
+110
+28% +$1.84K ﹤0.01% 13244
2023
Q1 		$4.96K Buy
+400
New +$6.11K ﹤0.01% 13912
2022
Q2 		– Sell
-1,580
Closed -$48K – 13252
2022
Q1 		$48K Sell
1,580
-1,020
-39% -$35.5K ﹤0.01% 12814
2021
Q4 		$103K Sell
2,600
-900
-26% -$42.7K ﹤0.01% 12690
2021
Q3 		$173K Hold
3,500
– – ﹤0.01% 12181
2021
Q2 		$267K Buy
+3,500
New +$339K ﹤0.01% 11548

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. 77 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.
  • 77 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.