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
Q2 		$49K Buy
1,782
+972
+120% +$19.8K ﹤0.01% 4983
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 $3.55B 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

Citigroup's FOA Position: Q2 2026 in Review

Citigroup increased its Finance of America Companies (FOA) stake by 120% in Q2 2026, buying an estimated $19.8K and bringing the position to 1,782 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #4983.

Citigroup first reported a position in FOA in Q2 2021 and has held it in 21 quarters since. The position peaked at $52K in Q3 2021. 78 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • Citigroup held 1,782 shares of Finance of America Companies worth $49K as of Q2 2026.
  • Citigroup bought 972 Finance of America Companies shares in Q2 2026, an estimated $19.8K.
  • Finance of America Companies made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #4983 holding.
  • Citigroup first reported a position in Finance of America Companies in Q2 2021 and has held it in 21 quarters since.
  • Citigroup's Finance of America Companies position peaked at $52K in Q3 2021.
  • 78 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.