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JPL Wealth Management’s Finance of America Companies FOA Stock Holding History

JPL Wealth 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 		$83 Buy
+3
New +$61 ﹤0.01% 1648

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

JPL Wealth Management's FOA Position: Q2 2026 in Review

JPL Wealth Management opened a new position in Finance of America Companies (FOA) in Q2 2026: 3 shares worth $83. The stake represents ﹤0.01% of the portfolio and ranks #1648 among its holdings.

78 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • JPL Wealth Management held 3 shares of Finance of America Companies worth $83 as of Q2 2026.
  • Finance of America Companies was a new JPL Wealth Management position in Q2 2026.
  • Finance of America Companies made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1648 holding.
  • 78 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.