CSM Advisors’s Finance of America Companies FOA Stock Holding History

CSM Advisors’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 Q3	$2.65M	Buy	+209,422	New	+$4.26M	0.06%	289

Other funds holding FOA

Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Brigade Capital Management New York $1.26B AUM 194.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Purpose Unlimited Inc Toronto $2.8B AUM 19.62% 1-Year Est. Return

RBF Capital San Francisco, California $2.3B AUM 22.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return

CSM Advisors's FOA Position: Q3 2026 in Review

CSM Advisors opened a new position in Finance of America Companies (FOA) in Q3 2026: 209,422 shares worth $2.65M. The stake represents 0.06% of the portfolio and ranks #289 among its holdings.

49 funds tracked by Wall St. Rank hold FOA as of Q3 2026.

CSM Advisors held 209,422 shares of Finance of America Companies worth $2.65M as of Q3 2026.
Finance of America Companies was a new CSM Advisors position in Q3 2026.
Finance of America Companies made up 0.06% of CSM Advisors's portfolio in Q3 2026, its #289 holding.
49 funds tracked by Wall St. Rank held Finance of America Companies as of Q3 2026.

Based on CSM Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.