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IFP Advisors’s Finance of America Companies FOA Stock Holding History

IFP Advisors’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 		$2.48K Buy
90
+89
+8,900% +$1.82K ﹤0.01% 4141
2026
Q1 		$17 Hold
1
– – ﹤0.01% 4934
2025
Q4 		$24 Buy
+1
New +$23 ﹤0.01% 4789
2024
Q3 		– Sell
-18
Closed -$89 – 3355
2024
Q2 		$89 Buy
+18
New +$110 ﹤0.01% 3171

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
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
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 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

IFP Advisors's FOA Position: Q2 2026 in Review

IFP Advisors increased its Finance of America Companies (FOA) stake by 8,900% in Q2 2026, buying an estimated $1.82K and bringing the position to 90 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #4141.

IFP Advisors first reported a position in FOA in Q2 2024 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • IFP Advisors held 90 shares of Finance of America Companies worth $2.48K as of Q2 2026.
  • IFP Advisors bought 89 Finance of America Companies shares in Q2 2026, an estimated $1.82K.
  • Finance of America Companies made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4141 holding.
  • IFP Advisors first reported a position in Finance of America Companies in Q2 2024 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.