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Corient IA’s Finance of America Companies FOA Stock Holding History

Corient IA’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 		$125K Buy
+7,500
New +$155K 0.12% 247
2025
Q4 		– Sell
-80,000
Closed -$1.79M – 219
2025
Q3 		$1.79M Buy
80,000
+24,500
+44% +$612K 1.34% 8
2025
Q2 		$1.29M Buy
+55,500
New +$1.17M 0.76% 18

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 $258M AUM 20.26% 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

Corient IA's FOA Position: Q1 2026 in Review

Corient IA opened a new position in Finance of America Companies (FOA) in Q1 2026: 7,500 shares worth $125K. The stake represents 0.12% of the portfolio and ranks #247 among its holdings. This is a return to the name: Corient IA previously reported a position in FOA as recently as Q3 2025.

Corient IA first reported a position in FOA in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.79M in Q3 2025. 71 funds tracked by Wall St. Rank hold FOA as of Q1 2026.

  • Corient IA held 7,500 shares of Finance of America Companies worth $125K as of Q1 2026.
  • Finance of America Companies was a new Corient IA position in Q1 2026.
  • Finance of America Companies made up 0.12% of Corient IA's portfolio in Q1 2026, its #247 holding.
  • Corient IA first reported a position in Finance of America Companies in Q2 2025 and has held it in 3 quarters since.
  • Corient IA's Finance of America Companies position peaked at $1.79M in Q3 2025.
  • 71 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.