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Citizens Financial Group’s Finance of America Companies FOA Stock Holding History

Citizens Financial Group’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 		– Sell
-25,000
Closed -$605K – 873
2025
Q4 		$605K Sell
25,000
-3,500
-12% -$79.7K 0.01% 514
2025
Q3 		$639K Buy
28,500
+1,500
+6% +$37.5K 0.01% 489
2025
Q2 		$630K Buy
27,000
+3,000
+13% +$63.1K 0.01% 440
2025
Q1 		$510K Buy
24,000
+4,000
+20% +$97.8K 0.01% 414
2024
Q4 		$562K Buy
+20,000
New +$356K 0.01% 378

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BCM
Brigade Capital Management New York $534M AUM 44.37% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Citizens Financial Group's FOA Position: Q1 2026 in Review

Citizens Financial Group sold out of Finance of America Companies (FOA) in Q1 2026, closing a stake of 25,000 shares — an estimated $605K sold.

Citizens Financial Group first reported a position in FOA in Q4 2024 and held it in 5 quarters. The position peaked at $639K in Q3 2025. 71 funds tracked by Wall St. Rank hold FOA as of Q1 2026.

  • Citizens Financial Group reported no remaining Finance of America Companies position as of Q1 2026 after selling out during the quarter.
  • Citizens Financial Group sold 25,000 Finance of America Companies shares in Q1 2026, an estimated $605K.
  • Citizens Financial Group first reported a position in Finance of America Companies in Q4 2024 and held it in 5 quarters.
  • Citizens Financial Group's Finance of America Companies position peaked at $639K in Q3 2025.
  • 71 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2026.

Based on Citizens Financial Group's 13F filing for Q1 2026, filed 1 May 2026.