Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Finance of America Companies FOA Stock Holding History

Jacobs Levy Equity Management’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 		$1.17M Buy
70,679
+60,813
+616% +$1.26M ﹤0.01% 681
2025
Q4 		$239K Buy
+9,866
New +$225K ﹤0.01% 876

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

Jacobs Levy Equity Management's FOA Position: Q1 2026 in Review

Jacobs Levy Equity Management increased its Finance of America Companies (FOA) stake by 616% in Q1 2026, buying an estimated $1.26M and bringing the position to 70,679 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Jacobs Levy Equity Management first reported a position in FOA in Q4 2025 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold FOA as of Q1 2026.

  • Jacobs Levy Equity Management held 70,679 shares of Finance of America Companies worth $1.17M as of Q1 2026.
  • Jacobs Levy Equity Management bought 60,813 Finance of America Companies shares in Q1 2026, an estimated $1.26M.
  • Finance of America Companies made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #681 holding.
  • Jacobs Levy Equity Management first reported a position in Finance of America Companies in Q4 2025 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.