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 		$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 $3.05B 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.