IMC Chicago
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IMC Chicago’s Finance of America Companies FOA Stock Holding History

IMC Chicago’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 		– Sell
-8,100
Closed -$223K – 6607
2026
Q2 		$223K Buy
+8,100
New +$165K ﹤0.01% 5565
2025
Q4 		– Sell
-29,700
Closed -$666K – 4183
2025
Q3 		$666K Buy
29,700
+6,000
+25% +$150K ﹤0.01% 2983
2025
Q2 		$553K Buy
+23,700
New +$499K ﹤0.01% 2809

Other funds holding FOA

Beach Point Capital Management
Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return
Brigade Capital Management
Brigade Capital Management New York $1.26B AUM 194.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

IMC Chicago's FOA Position: Q3 2026 in Review

IMC Chicago sold out of Finance of America Companies (FOA) in Q3 2026, closing a stake of 8,738 shares — an estimated $178K sold.

IMC Chicago first reported a position in FOA in Q2 2026 and held it in 1 quarter. The position peaked at $240K in Q2 2026. 33 funds tracked by Wall St. Rank hold FOA as of Q3 2026.

  • IMC Chicago reported no remaining Finance of America Companies position as of Q3 2026 after selling out during the quarter.
  • IMC Chicago sold 8,738 Finance of America Companies shares in Q3 2026, an estimated $178K.
  • IMC Chicago first reported a position in Finance of America Companies in Q2 2026 and held it in 1 quarter.
  • IMC Chicago's Finance of America Companies position peaked at $240K in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Finance of America Companies as of Q3 2026.

Based on IMC Chicago's 13F filing for Q3 2026, filed 5 Nov 2026.