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Integrated Wealth Concepts’s Finance of America Companies FOA Stock Holding History

Integrated Wealth Concepts’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 		$420K Buy
+25,289
New +$523K ﹤0.01% 1649
2025
Q4 		– Sell
-34,055
Closed -$764K – 1777
2025
Q3 		$764K Sell
34,055
-374
-1% -$9.34K 0.01% 1127
2025
Q2 		$803K Hold
34,429
– – 0.01% 1038
2025
Q1 		$732K Buy
34,429
+12,029
+54% +$294K 0.01% 974
2024
Q4 		$630K Buy
+22,400
New +$399K 0.01% 1023

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 $254M AUM 16.78% 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
Geode Capital Management
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Integrated Wealth Concepts's FOA Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Finance of America Companies (FOA) in Q1 2026: 25,289 shares worth $420K. The stake represents ﹤0.01% of the portfolio and ranks #1649 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in FOA as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in FOA in Q4 2024 and has held it in 5 quarters since. The position peaked at $803K in Q2 2025. 71 funds tracked by Wall St. Rank hold FOA as of Q1 2026.

  • Integrated Wealth Concepts held 25,289 shares of Finance of America Companies worth $420K as of Q1 2026.
  • Finance of America Companies was a new Integrated Wealth Concepts position in Q1 2026.
  • Finance of America Companies made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1649 holding.
  • Integrated Wealth Concepts first reported a position in Finance of America Companies in Q4 2024 and has held it in 5 quarters since.
  • Integrated Wealth Concepts's Finance of America Companies position peaked at $803K in Q2 2025.
  • 71 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.