Corient Private Wealth
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Corient Private Wealth’s Finance of America Companies FOA Stock Holding History

Corient Private Wealth’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
2025
Q4 		– Sell
-80,000
Closed -$1.79M – 2689
2025
Q3 		$1.79M Buy
+80,000
New +$2M ﹤0.01% 1120

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Cooperman Leon G
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
Beach Point Capital Management
Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Purpose Unlimited Inc
Purpose Unlimited Inc Toronto $2.8B AUM 19.62% 1-Year Est. Return

Corient Private Wealth's FOA Position: Q4 2025 in Review

Corient Private Wealth sold out of Finance of America Companies (FOA) in Q4 2025, closing a stake of 80,000 shares — an estimated $1.79M sold.

Corient Private Wealth first reported a position in FOA in Q3 2025 and held it in 1 quarter. The position peaked at $1.79M in Q3 2025. 67 funds tracked by Wall St. Rank hold FOA as of Q4 2025.

  • Corient Private Wealth reported no remaining Finance of America Companies position as of Q4 2025 after selling out during the quarter.
  • Corient Private Wealth sold 80,000 Finance of America Companies shares in Q4 2025, an estimated $1.79M.
  • Corient Private Wealth first reported a position in Finance of America Companies in Q3 2025 and held it in 1 quarter.
  • Corient Private Wealth's Finance of America Companies position peaked at $1.79M in Q3 2025.
  • 67 funds tracked by Wall St. Rank held Finance of America Companies as of Q4 2025.

Based on Corient Private Wealth's 13F filing for Q4 2025, filed 19 Feb 2026.