Deutsche Bank’s Finance of America Companies FOA Stock Holding History

Deutsche Bank’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	$43.2K	Sell	3,414 -442	-11%	-$9K	﹤0.01%	3495
2026 Q2	$106K	Buy	3,856 +115	+3%	+$2.35K	﹤0.01%	3468
2026 Q1	$62.1K	Hold	3,741	–	–	﹤0.01%	3412
2025 Q4	$90.6K	Buy	+3,741	New	+$85.2K	﹤0.01%	3322
2025 Q3	–	Sell	-4,037	Closed	-$94.1K	–	3646
2025 Q2	$94.1K	Buy	+4,037	New	+$84.9K	﹤0.01%	3283
2023 Q3	–	Sell	-3,574	Closed	-$68.3K	–	3745
2023 Q2	$68.3K	Buy	3,574 +1,180	+49%	+$19.8K	﹤0.01%	3406
2023 Q1	$29.7K	Sell	2,394 -113	-5%	-$1.72K	﹤0.01%	3654
2022 Q4	$31.8K	Buy	2,507 +26	+1%	+$381	﹤0.01%	3689
2022 Q3	$37K	Sell	2,481 -259	-9%	-$4.1K	﹤0.01%	3666
2022 Q2	$43K	Buy	2,740 +1,736	+173%	+$40.1K	﹤0.01%	3800
2022 Q1	$31K	Sell	1,004 -120	-11%	-$4.18K	﹤0.01%	3967
2021 Q4	$45K	Sell	1,124 -895	-44%	-$42.5K	﹤0.01%	3981
2021 Q3	$100K	Buy	2,019 +36	+2%	+$2.14K	﹤0.01%	3904
2021 Q2	$151K	Buy	+1,983	New	+$192K	﹤0.01%	3939

Other funds holding FOA

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

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

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

PGCM

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

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Deutsche Bank's FOA Position: Q3 2026 in Review

Deutsche Bank reduced its Finance of America Companies (FOA) stake by 11% in Q3 2026, selling an estimated $9K and leaving 3,414 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3495.

Deutsche Bank first reported a position in FOA in Q2 2021 and has held it in 14 quarters since. The position peaked at $151K in Q2 2021. 24 funds tracked by Wall St. Rank hold FOA as of Q3 2026.

Deutsche Bank held 3,414 shares of Finance of America Companies worth $43.2K as of Q3 2026.
Deutsche Bank sold 442 Finance of America Companies shares in Q3 2026, an estimated $9K.
Finance of America Companies made up ﹤0.01% of Deutsche Bank's portfolio in Q3 2026, its #3495 holding.
Deutsche Bank first reported a position in Finance of America Companies in Q2 2021 and has held it in 14 quarters since.
Deutsche Bank's Finance of America Companies position peaked at $151K in Q2 2021.
24 funds tracked by Wall St. Rank held Finance of America Companies as of Q3 2026.

Based on Deutsche Bank's 13F filing for Q3 2026, filed 6 Nov 2026.