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

Essential Partners’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 		– 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

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

Essential Partners's FOA Position: Q2 2026 in Review

Essential Partners sold out of Finance of America Companies (FOA) in Q2 2026, closing a stake of 41 shares — an estimated $681 sold.

Essential Partners first reported a position in FOA in Q4 2025 and held it in 2 quarters. The position peaked at $681 in Q1 2026. 78 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • Essential Partners reported no remaining Finance of America Companies position as of Q2 2026 after selling out during the quarter.
  • Essential Partners sold 41 Finance of America Companies shares in Q2 2026, an estimated $681.
  • Essential Partners first reported a position in Finance of America Companies in Q4 2025 and held it in 2 quarters.
  • Essential Partners's Finance of America Companies position peaked at $681 in Q1 2026.
  • 78 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.