Fidelity Investments
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Fidelity Investments’s Finance of America Companies FOA Stock Holding History

Fidelity Investments’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 		$30.9K Sell
1,122
-694
-38% -$14.2K ﹤0.01% 4508
2026
Q1 		$30.1K Buy
1,816
+944
+108% +$19.5K ﹤0.01% 4348
2025
Q4 		$21.1K Sell
872
-1,520
-64% -$34.6K ﹤0.01% 4439
2025
Q3 		$53.7K Buy
2,392
+1,881
+368% +$47K ﹤0.01% 3941
2025
Q2 		$11.9K Buy
511
+63
+14% +$1.32K ﹤0.01% 4474
2025
Q1 		$9.53K Buy
448
+2
+0.4% +$49 ﹤0.01% 4515
2024
Q4 		$12.5K Hold
446
– – ﹤0.01% 4381
2024
Q3 		$5.16K Sell
446
-162
-27% -$1.3K ﹤0.01% 4622
2024
Q2 		$3K Buy
608
+349
+135% +$2.13K ﹤0.01% 4655
2024
Q1 		$1.9K Buy
259
+141
+119% +$1.23K ﹤0.01% 4706
2023
Q4 		$1.3K Sell
118
-102
-46% -$1.05K ﹤0.01% 4717
2023
Q3 		$2.81K Sell
220
-254
-54% -$4.21K ﹤0.01% 4458
2023
Q2 		$9.04K Buy
474
+350
+282% +$5.87K ﹤0.01% 4180
2023
Q1 		$1.53K Buy
124
+2
+2% +$31 ﹤0.01% 4686
2022
Q4 		$1.55K Sell
122
-163
-57% -$2.39K ﹤0.01% 4568
2022
Q3 		$4K Buy
285
+264
+1,257% +$4.18K ﹤0.01% 4382
2022
Q2 		$0 Sell
21
-34
-62% -$786 ﹤0.01% 5115
2022
Q1 		$2K Buy
+55
New +$1.92K ﹤0.01% 4655

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

Fidelity Investments's FOA Position: Q2 2026 in Review

Fidelity Investments reduced its Finance of America Companies (FOA) stake by 38% in Q2 2026, selling an estimated $14.2K and leaving 1,122 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4508.

Fidelity Investments first reported a position in FOA in Q1 2022 and has held it in 18 quarters since. The position peaked at $53.7K in Q3 2025. 78 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • Fidelity Investments held 1,122 shares of Finance of America Companies worth $30.9K as of Q2 2026.
  • Fidelity Investments sold 694 Finance of America Companies shares in Q2 2026, an estimated $14.2K.
  • Finance of America Companies made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4508 holding.
  • Fidelity Investments first reported a position in Finance of America Companies in Q1 2022 and has held it in 18 quarters since.
  • Fidelity Investments's Finance of America Companies position peaked at $53.7K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.