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 Q3	$531	Sell	42 -48	-53%	-$977	﹤0.01%	4671
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

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

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return

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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Covestor London, United Kingdom $157M AUM 35.87% 1-Year Est. Return

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

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

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 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

IFP Advisors's FOA Position: Q3 2026 in Review

IFP Advisors reduced its Finance of America Companies (FOA) stake by 53% in Q3 2026, selling an estimated $977 and leaving 42 shares worth $531. The position accounts for ﹤0.01% of the portfolio, ranked #4671.

IFP Advisors first reported a position in FOA in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.48K in Q2 2026. 12 funds tracked by Wall St. Rank hold FOA as of Q3 2026.

IFP Advisors held 42 shares of Finance of America Companies worth $531 as of Q3 2026.
IFP Advisors sold 48 Finance of America Companies shares in Q3 2026, an estimated $977.
Finance of America Companies made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4671 holding.
IFP Advisors first reported a position in Finance of America Companies in Q2 2024 and has held it in 5 quarters since.
IFP Advisors's Finance of America Companies position peaked at $2.48K in Q2 2026.
12 funds tracked by Wall St. Rank held Finance of America Companies as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.