HRT Financial’s Finance of America Companies FOA Stock Holding History

HRT Financial’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	–	Sell	-26,612	Closed	-$644K	–	4094
2025 Q4	$644K	Buy	26,612 +14,252	+115%	+$325K	﹤0.01%	1970
2025 Q3	$277K	Buy	+12,360	New	+$309K	﹤0.01%	2219
2025 Q2	–	Sell	-26,215	Closed	-$557K	–	2931
2025 Q1	$557K	Buy	+26,215	New	+$641K	﹤0.01%	1411
2023 Q4	–	Sell	-1,627	Closed	-$20K	–	2560
2023 Q3	$20K	Buy	+1,627	New	+$27K	﹤0.01%	2073
2022 Q1	–	Sell	-10,612	Closed	-$421K	–	3337
2021 Q4	$421K	Buy	+10,612	New	+$503K	﹤0.01%	2026

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PUI

Purpose Unlimited Inc Toronto $2.42B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HRT Financial's FOA Position: Q1 2026 in Review

HRT Financial sold out of Finance of America Companies (FOA) in Q1 2026, closing a stake of 26,612 shares — an estimated $644K sold.

HRT Financial first reported a position in FOA in Q4 2021 and held it in 5 quarters. The position peaked at $644K in Q4 2025. 71 funds tracked by Wall St. Rank hold FOA as of Q1 2026.

HRT Financial reported no remaining Finance of America Companies position as of Q1 2026 after selling out during the quarter.
HRT Financial sold 26,612 Finance of America Companies shares in Q1 2026, an estimated $644K.
HRT Financial first reported a position in Finance of America Companies in Q4 2021 and held it in 5 quarters.
HRT Financial's Finance of America Companies position peaked at $644K in Q4 2025.
71 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.