Invesco
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Invesco’s Finance of America Companies FOA Stock Holding History

Invesco’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 		– Sell
-10,042
Closed -$167K – 3865
2026
Q1 		$167K Buy
+10,042
New +$208K ﹤0.01% 3532
2025
Q4 		– Sell
-140,297
Closed -$3.15M – 3783
2025
Q3 		$3.15M Buy
+140,297
New +$3.5M ﹤0.01% 2439
2024
Q2 		– Sell
-17,502
Closed -$129K – 3916
2024
Q1 		$129K Buy
17,502
+16,370
+1,446% +$142K ﹤0.01% 3720
2023
Q4 		$12.4K Buy
+1,132
New +$11.6K ﹤0.01% 3812
2022
Q4 		– Sell
-16,154
Closed -$239K – 4033
2022
Q3 		$239K Sell
16,154
-5,602
-26% -$88.7K ﹤0.01% 3620
2022
Q2 		$341K Buy
21,756
+244
+1% +$5.64K ﹤0.01% 3517
2022
Q1 		$654K Buy
21,512
+1,960
+10% +$68.3K ﹤0.01% 3269
2021
Q4 		$776K Buy
19,552
+3,368
+21% +$160K ﹤0.01% 3196
2021
Q3 		$801K Buy
16,184
+5,132
+46% +$305K ﹤0.01% 3211
2021
Q2 		$844K Buy
+11,052
New +$1.07M ﹤0.01% 3199

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

Invesco's FOA Position: Q2 2026 in Review

Invesco sold out of Finance of America Companies (FOA) in Q2 2026, closing a stake of 10,042 shares — an estimated $167K sold.

Invesco first reported a position in FOA in Q2 2021 and held it in 10 quarters. The position peaked at $3.15M in Q3 2025. 78 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • Invesco reported no remaining Finance of America Companies position as of Q2 2026 after selling out during the quarter.
  • Invesco sold 10,042 Finance of America Companies shares in Q2 2026, an estimated $167K.
  • Invesco first reported a position in Finance of America Companies in Q2 2021 and held it in 10 quarters.
  • Invesco's Finance of America Companies position peaked at $3.15M in Q3 2025.
  • 78 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.