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David Shaw’s Finance of America Companies FOA Stock Holding History

David Shaw’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 		$1.02M Buy
36,924
+9,416
+34% +$192K ﹤0.01% 3742
2026
Q1 		$457K Buy
27,508
+10,115
+58% +$209K ﹤0.01% 3893
2025
Q4 		$421K Buy
+17,393
New +$396K ﹤0.01% 4003
2022
Q3 		– Sell
-1,067
Closed -$17K – 5290
2022
Q2 		$17K Sell
1,067
-2,396
-69% -$55.4K ﹤0.01% 5046
2022
Q1 		$105K Buy
+3,463
New +$121K ﹤0.01% 4989
2021
Q4 		– Sell
-1,000
Closed -$50K – 5500
2021
Q3 		$50K Hold
1,000
– – ﹤0.01% 4821
2021
Q2 		$76K Buy
+1,000
New +$96.8K ﹤0.01% 4588

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

David Shaw's FOA Position: Q2 2026 in Review

David Shaw increased its Finance of America Companies (FOA) stake by 34% in Q2 2026, buying an estimated $192K and bringing the position to 36,924 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #3742.

David Shaw first reported a position in FOA in Q2 2021 and has held it in 7 quarters since. 77 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • David Shaw held 36,924 shares of Finance of America Companies worth $1.02M as of Q2 2026.
  • David Shaw bought 9,416 Finance of America Companies shares in Q2 2026, an estimated $192K.
  • Finance of America Companies made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #3742 holding.
  • David Shaw first reported a position in Finance of America Companies in Q2 2021 and has held it in 7 quarters since.
  • 77 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.