Geode Capital Management
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Geode Capital Management’s Finance of America Companies FOA Stock Holding History

Geode Capital Management’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
Q1 		$1.85M Buy
111,226
+2,810
+3% +$58.1K ﹤0.01% 3157
2025
Q4 		$2.63M Sell
108,416
-8,687
-7% -$198K ﹤0.01% 3067
2025
Q3 		$2.63M Sell
117,103
-19,569
-14% -$489K ﹤0.01% 3093
2025
Q2 		$3.19M Buy
136,672
+54,429
+66% +$1.15M ﹤0.01% 2957
2025
Q1 		$1.75M Buy
82,243
+3,120
+4% +$76.3K ﹤0.01% 3093
2024
Q4 		$2.23M Buy
79,123
+2,207
+3% +$39.3K ﹤0.01% 3088
2024
Q3 		$890K Buy
76,916
+35,236
+85% +$283K ﹤0.01% 3390
2024
Q2 		$205K Sell
41,680
-48,881
-54% -$298K ﹤0.01% 3897
2024
Q1 		$666K Buy
90,561
+4,087
+5% +$35.5K ﹤0.01% 3512
2023
Q4 		$951K Buy
86,474
+491
+0.6% +$5.04K ﹤0.01% 3377
2023
Q3 		$1.1M Sell
85,983
-1,087
-1% -$18K ﹤0.01% 3281
2023
Q2 		$1.66M Buy
87,070
+28,019
+47% +$470K ﹤0.01% 3169
2023
Q1 		$732K Buy
59,051
+246
+0.4% +$3.75K ﹤0.01% 3494
2022
Q4 		$746K Buy
58,805
+5,669
+11% +$83.1K ﹤0.01% 3495
2022
Q3 		$786K Buy
53,136
+5,692
+12% +$90.1K ﹤0.01% 3516
2022
Q2 		$744K Buy
47,444
+16,663
+54% +$385K ﹤0.01% 3552
2022
Q1 		$935K Sell
30,781
-43
-0.1% -$1.5K ﹤0.01% 3649
2021
Q4 		$1.22M Sell
30,824
-13,307
-30% -$631K ﹤0.01% 3610
2021
Q3 		$2.18M Buy
44,131
+2,683
+6% +$159K ﹤0.01% 3308
2021
Q2 		$3.16M Buy
+41,448
New +$4.01M ﹤0.01% 3128

Other funds holding FOA

CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BCM
Brigade Capital Management New York $806M AUM 20.71% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
PUI
Purpose Unlimited Inc Toronto $2.42B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Geode Capital Management's FOA Position: Q1 2026 in Review

Geode Capital Management increased its Finance of America Companies (FOA) stake by 2.6% in Q1 2026, buying an estimated $58.1K and bringing the position to 111,226 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #3157.

Geode Capital Management first reported a position in FOA in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.19M in Q2 2025. 71 funds tracked by Wall St. Rank hold FOA as of Q1 2026.

  • Geode Capital Management held 111,226 shares of Finance of America Companies worth $1.85M as of Q1 2026.
  • Geode Capital Management bought 2,810 Finance of America Companies shares in Q1 2026, an estimated $58.1K.
  • Finance of America Companies made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #3157 holding.
  • Geode Capital Management first reported a position in Finance of America Companies in Q2 2021 and has held it in 20 quarters since.
  • Geode Capital Management's Finance of America Companies position peaked at $3.19M in Q2 2025.
  • 71 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.