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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
Q2 		$4.96K Sell
180
-25,109
-99% -$512K ﹤0.01% 4974
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 $3.55B AUM 41.85% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BCM
Brigade Capital Management New York $534M AUM 44.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PUI
Purpose Unlimited Inc Toronto $2.62B AUM
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Integrated Wealth Concepts's FOA Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Finance of America Companies (FOA) stake by 99% in Q2 2026, selling an estimated $512K and leaving 180 shares worth $4.96K. The position accounts for ﹤0.01% of the portfolio, ranked #4974.

Integrated Wealth Concepts first reported a position in FOA in Q4 2024 and has held it in 6 quarters since. The position peaked at $803K in Q2 2025. 78 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • Integrated Wealth Concepts held 180 shares of Finance of America Companies worth $4.96K as of Q2 2026.
  • Integrated Wealth Concepts sold 25,109 Finance of America Companies shares in Q2 2026, an estimated $512K.
  • Finance of America Companies made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4974 holding.
  • Integrated Wealth Concepts first reported a position in Finance of America Companies in Q4 2024 and has held it in 6 quarters since.
  • Integrated Wealth Concepts's Finance of America Companies position peaked at $803K in Q2 2025.
  • 78 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.