GAMMA Investing’s Finance of America Companies FOA Stock Holding History

GAMMA Investing’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 Q3	$1.18K	Buy	93 +68	+272%	+$1.38K	﹤0.01%	4070
2026 Q2	$688	Buy	+25	New	+$510	﹤0.01%	3939

Other funds holding FOA

Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

GAMMA Investing's FOA Position: Q3 2026 in Review

GAMMA Investing increased its Finance of America Companies (FOA) stake by 272% in Q3 2026, buying an estimated $1.38K and bringing the position to 93 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #4070.

GAMMA Investing first reported a position in FOA in Q2 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold FOA as of Q3 2026.

GAMMA Investing held 93 shares of Finance of America Companies worth $1.18K as of Q3 2026.
GAMMA Investing bought 68 Finance of America Companies shares in Q3 2026, an estimated $1.38K.
Finance of America Companies made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #4070 holding.
GAMMA Investing first reported a position in Finance of America Companies in Q2 2026 and has held it in 2 quarters since.
8 funds tracked by Wall St. Rank held Finance of America Companies as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.