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 – 2752
2025
Q3 		$1.79M Buy
+80,000
New +$2M ﹤0.01% 1120

Other funds holding FOA

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $124B AUM 33.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

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.