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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
Q2 		$2.52M Buy
91,500
+84,000
+1,120% +$1.71M 2.32% 3
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 $3.55B 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

Corient IA's FOA Position: Q2 2026 in Review

Corient IA increased its Finance of America Companies (FOA) stake by 1,120% in Q2 2026, buying an estimated $1.71M and bringing the position to 91,500 shares worth $2.52M. The position accounts for 2.32% of the portfolio, ranked #3.

Corient IA first reported a position in FOA in Q2 2025 and has held it in 4 quarters since. 77 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • Corient IA held 91,500 shares of Finance of America Companies worth $2.52M as of Q2 2026.
  • Corient IA bought 84,000 Finance of America Companies shares in Q2 2026, an estimated $1.71M.
  • Finance of America Companies made up 2.32% of Corient IA's portfolio in Q2 2026, its #3 holding.
  • Corient IA first reported a position in Finance of America Companies in Q2 2025 and has held it in 4 quarters since.
  • 77 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.