CLG
FOA icon

Cooperman Leon G’s Finance of America Companies FOA Stock Holding History

Cooperman Leon G’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 		$21.3M Buy
1,286,068
+28
+0% +$579 0.7% 29
2025
Q4 		$31.1M Hold
1,286,040
– – 1.03% 26
2025
Q3 		$28.8M Buy
1,286,040
+10,628
+0.8% +$265K 0.9% 25
2025
Q2 		$29.7M Buy
1,275,412
+73,225
+6% +$1.54M 1.05% 24
2025
Q1 		$25.6M Buy
1,202,187
+120,692
+11% +$2.95M 1.01% 25
2024
Q4 		$30.4M Buy
1,081,495
+31,480
+3% +$561K 1.15% 25
2024
Q3 		$12.1M Buy
1,050,015
+385,435
+58% +$3.1M 0.52% 28
2024
Q2 		$3.28M Buy
664,580
+64,580
+11% +$394K 0.14% 34
2024
Q1 		$4.41M Hold
600,000
– – 0.18% 33
2023
Q4 		$6.6M Buy
600,000
+6,778
+1% +$69.6K 0.31% 31
2023
Q3 		$7.59M Buy
593,222
+6,771
+1% +$112K 0.4% 31
2023
Q2 		$11.2M Buy
586,451
+1,294
+0.2% +$21.7K 0.61% 28
2023
Q1 		$7.26M Buy
585,157
+28,152
+5% +$430K 0.44% 29
2022
Q4 		$7.07M Buy
557,005
+37,005
+7% +$542K 0.44% 30
2022
Q3 		$7.7M Hold
520,000
– – 0.54% 26
2022
Q2 		$8.16M Buy
520,000
+7,409
+1% +$171K 0.56% 27
2022
Q1 		$15.6M Buy
512,591
+6,091
+1% +$212K 0.82% 26
2021
Q4 		$20.1M Buy
506,500
+32,918
+7% +$1.56M 1.01% 28
2021
Q3 		$23.4M Buy
473,582
+33,582
+8% +$1.99M 1.24% 23
2021
Q2 		$33.6M Buy
+440,000
New +$42.6M 1.89% 19

Other funds holding FOA

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
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Cooperman Leon G's FOA Position: Q1 2026 in Review

Cooperman Leon G increased its Finance of America Companies (FOA) stake by 0% in Q1 2026, buying an estimated $579 and bringing the position to 1,286,068 shares worth $21.3M. The position accounts for 0.7% of the portfolio, ranked #29.

Cooperman Leon G first reported a position in FOA in Q2 2021 and has held it in 20 quarters since. The position peaked at $33.6M in Q2 2021. 71 funds tracked by Wall St. Rank hold FOA as of Q1 2026.

  • Cooperman Leon G held 1,286,068 shares of Finance of America Companies worth $21.3M as of Q1 2026.
  • Cooperman Leon G bought 28 Finance of America Companies shares in Q1 2026, an estimated $579.
  • Finance of America Companies made up 0.7% of Cooperman Leon G's portfolio in Q1 2026, its #29 holding.
  • Cooperman Leon G first reported a position in Finance of America Companies in Q2 2021 and has held it in 20 quarters since.
  • Cooperman Leon G's Finance of America Companies position peaked at $33.6M in Q2 2021.
  • 71 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2026.

Based on Cooperman Leon G's 13F filing for Q1 2026, filed 15 May 2026.