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Fortitude Family Office’s Finance of America Companies FOA Stock Holding History

Fortitude Family Office’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 		$495 Buy
+18
New +$367 ﹤0.01% 1982
2025
Q4 		– Sell
-23
Closed -$516 – 1993
2025
Q3 		$516 Hold
23
– – ﹤0.01% 1799
2025
Q2 		$536 Buy
+23
New +$484 ﹤0.01% 1771

Other funds holding FOA

BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

Fortitude Family Office's FOA Position: Q2 2026 in Review

Fortitude Family Office opened a new position in Finance of America Companies (FOA) in Q2 2026: 18 shares worth $495. The stake represents ﹤0.01% of the portfolio and ranks #1982 among its holdings. This is a return to the name: Fortitude Family Office previously reported a position in FOA as recently as Q3 2025.

Fortitude Family Office first reported a position in FOA in Q2 2025 and has held it in 3 quarters since. The position peaked at $536 in Q2 2025. 11 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • Fortitude Family Office held 18 shares of Finance of America Companies worth $495 as of Q2 2026.
  • Finance of America Companies was a new Fortitude Family Office position in Q2 2026.
  • Finance of America Companies made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1982 holding.
  • Fortitude Family Office first reported a position in Finance of America Companies in Q2 2025 and has held it in 3 quarters since.
  • Fortitude Family Office's Finance of America Companies position peaked at $536 in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.