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
Q2 		$2.45M Buy
89,168
+18,489
+26% +$377K 0.01% 552
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 $3.55B 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

Jacobs Levy Equity Management's FOA Position: Q2 2026 in Review

Jacobs Levy Equity Management increased its Finance of America Companies (FOA) stake by 26% in Q2 2026, buying an estimated $377K and bringing the position to 89,168 shares worth $2.45M. The position accounts for 0.01% of the portfolio, ranked #552.

Jacobs Levy Equity Management first reported a position in FOA in Q4 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • Jacobs Levy Equity Management held 89,168 shares of Finance of America Companies worth $2.45M as of Q2 2026.
  • Jacobs Levy Equity Management bought 18,489 Finance of America Companies shares in Q2 2026, an estimated $377K.
  • Finance of America Companies made up 0.01% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #552 holding.
  • Jacobs Levy Equity Management first reported a position in Finance of America Companies in Q4 2025 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.