FFA
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Farther Finance Advisors’s Finance of America Companies FOA Stock Holding History

Farther Finance 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 		$385 Buy
14
+12
+600% +$245 ﹤0.01% 5587
2026
Q1 		$34 Buy
2
+1
+100% +$21 ﹤0.01% 5604
2025
Q4 		$24 Hold
1
– – ﹤0.01% 5388
2025
Q3 		$22 Hold
1
– – ﹤0.01% 4902
2025
Q2 		$23 Hold
1
– – ﹤0.01% 4425
2025
Q1 		$21 Hold
1
– – ﹤0.01% 4190
2024
Q4 		$28 Hold
1
– – ﹤0.01% 3916
2024
Q3 		$12 Buy
+1
New +$8 ﹤0.01% 3943

Other funds holding FOA

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Farther Finance Advisors's FOA Position: Q2 2026 in Review

Farther Finance Advisors increased its Finance of America Companies (FOA) stake by 600% in Q2 2026, buying an estimated $245 and bringing the position to 14 shares worth $385. The position accounts for ﹤0.01% of the portfolio, ranked #5587.

Farther Finance Advisors first reported a position in FOA in Q3 2024 and has held it in 8 quarters since. 7 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • Farther Finance Advisors held 14 shares of Finance of America Companies worth $385 as of Q2 2026.
  • Farther Finance Advisors bought 12 Finance of America Companies shares in Q2 2026, an estimated $245.
  • Finance of America Companies made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5587 holding.
  • Farther Finance Advisors first reported a position in Finance of America Companies in Q3 2024 and has held it in 8 quarters since.
  • 7 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.