Essential Partners’s Finance of America Companies FOA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$88 Buy
+7
New +$142 ﹤0.01% 2709
2026
Q2
– Sell
-41
Closed -$681 – 2894
2026
Q1
$681 Buy
41
+40
+4,000% +$827 ﹤0.01% 2344
2025
Q4
$24 Buy
+1
New +$23 ﹤0.01% 2703

Other funds holding FOA

Essential Partners's FOA Position: Q3 2026 in Review

Essential Partners opened a new position in Finance of America Companies (FOA) in Q3 2026: 7 shares worth $88. The stake represents ﹤0.01% of the portfolio and ranks #2709 among its holdings. This is a return to the name: Essential Partners previously reported a position in FOA as recently as Q1 2026.

Essential Partners first reported a position in FOA in Q4 2025 and has held it in 3 quarters since. The position peaked at $681 in Q1 2026. 6 funds tracked by Wall St. Rank hold FOA as of Q3 2026.

  • Essential Partners held 7 shares of Finance of America Companies worth $88 as of Q3 2026.
  • Finance of America Companies was a new Essential Partners position in Q3 2026.
  • Finance of America Companies made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2709 holding.
  • Essential Partners first reported a position in Finance of America Companies in Q4 2025 and has held it in 3 quarters since.
  • Essential Partners's Finance of America Companies position peaked at $681 in Q1 2026.
  • 6 funds tracked by Wall St. Rank held Finance of America Companies as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.