Citigroup
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Citigroup’s Finance of America Companies FOA Stock Holding History

Citigroup’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 		$13.4K Buy
810
+422
+109% +$8.72K ﹤0.01% 4938
2025
Q4 		$9.39K Buy
388
+308
+385% +$7.01K ﹤0.01% 5081
2025
Q3 		$1.79K Sell
80
-1,420
-95% -$35.5K ﹤0.01% 5508
2025
Q2 		$35K Buy
1,500
+1,488
+12,400% +$31.3K ﹤0.01% 4924
2025
Q1 		$255 Sell
12
-639
-98% -$15.6K ﹤0.01% 5407
2024
Q4 		$18.3K Hold
651
– – ﹤0.01% 5286
2024
Q3 		$7.53K Sell
651
-3,605
-85% -$29K ﹤0.01% 5322
2024
Q2 		$21K Buy
4,256
+2,499
+142% +$15.2K ﹤0.01% 4987
2024
Q1 		$12.9K Buy
1,757
+298
+20% +$2.59K ﹤0.01% 5141
2023
Q4 		$16K Buy
1,459
+743
+104% +$7.63K ﹤0.01% 5060
2023
Q3 		$9.17K Sell
716
-1,589
-69% -$26.3K ﹤0.01% 4563
2023
Q2 		$44K Buy
2,305
+1,665
+260% +$27.9K ﹤0.01% 4710
2023
Q1 		$7.93K Sell
640
-26
-4% -$397 ﹤0.01% 4827
2022
Q4 		$8.46K Sell
666
-273
-29% -$4K ﹤0.01% 4889
2022
Q3 		$14K Sell
939
-64
-6% -$1.01K ﹤0.01% 4877
2022
Q2 		$16K Buy
1,003
+227
+29% +$5.24K ﹤0.01% 5120
2022
Q1 		$24K Sell
776
-265
-25% -$9.23K ﹤0.01% 5053
2021
Q4 		$41K Sell
1,041
-18
-2% -$854 ﹤0.01% 5158
2021
Q3 		$52K Buy
1,059
+811
+327% +$48.2K ﹤0.01% 4716
2021
Q2 		$19K Buy
+248
New +$24K ﹤0.01% 5325

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 $254M AUM 16.78% 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

Citigroup's FOA Position: Q1 2026 in Review

Citigroup increased its Finance of America Companies (FOA) stake by 109% in Q1 2026, buying an estimated $8.72K and bringing the position to 810 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4938.

Citigroup first reported a position in FOA in Q2 2021 and has held it in 20 quarters since. The position peaked at $52K in Q3 2021. 71 funds tracked by Wall St. Rank hold FOA as of Q1 2026.

  • Citigroup held 810 shares of Finance of America Companies worth $13.4K as of Q1 2026.
  • Citigroup bought 422 Finance of America Companies shares in Q1 2026, an estimated $8.72K.
  • Finance of America Companies made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #4938 holding.
  • Citigroup first reported a position in Finance of America Companies in Q2 2021 and has held it in 20 quarters since.
  • Citigroup's Finance of America Companies position peaked at $52K in Q3 2021.
  • 71 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.