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EverSource Wealth Advisors’s Finance of America Companies FOA Stock Holding History

EverSource Wealth 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
Q2 		$1.18K Buy
43
+40
+1,333% +$816 ﹤0.01% 3913
2026
Q1 		$50 Buy
+3
New +$62 ﹤0.01% 4321

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

EverSource Wealth Advisors's FOA Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Finance of America Companies (FOA) stake by 1,333% in Q2 2026, buying an estimated $816 and bringing the position to 43 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #3913.

EverSource Wealth Advisors first reported a position in FOA in Q1 2026 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • EverSource Wealth Advisors held 43 shares of Finance of America Companies worth $1.18K as of Q2 2026.
  • EverSource Wealth Advisors bought 40 Finance of America Companies shares in Q2 2026, an estimated $816.
  • Finance of America Companies made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3913 holding.
  • EverSource Wealth Advisors first reported a position in Finance of America Companies in Q1 2026 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.