CA
FOA icon

Clearstead Advisors’s Finance of America Companies FOA Stock Holding History

Clearstead 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 		$56 Buy
+2
New +$41 ﹤0.01% 3461

Other funds holding FOA

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
SOW
State of Wyoming Cheyenne, Wyoming $989M AUM 52.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Clearstead Advisors's FOA Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Finance of America Companies (FOA) in Q2 2026: 2 shares worth $56. The stake represents ﹤0.01% of the portfolio and ranks #3461 among its holdings.

27 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • Clearstead Advisors held 2 shares of Finance of America Companies worth $56 as of Q2 2026.
  • Finance of America Companies was a new Clearstead Advisors position in Q2 2026.
  • Finance of America Companies made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3461 holding.
  • 27 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.