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Larson Financial Group’s Finance of America Companies FOA Stock Holding History

Larson Financial Group’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
2025
Q3 		– Sell
-1,574
Closed -$36.7K – 3523
2025
Q2 		$36.7K Buy
1,574
+708
+82% +$14.9K ﹤0.01% 1196
2025
Q1 		$18.4K Buy
+866
New +$21.2K ﹤0.01% 1400

Other funds holding FOA

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Larson Financial Group's FOA Position: Q3 2025 in Review

Larson Financial Group sold out of Finance of America Companies (FOA) in Q3 2025, closing a stake of 1,574 shares — an estimated $36.7K sold.

Larson Financial Group first reported a position in FOA in Q1 2025 and held it in 2 quarters. The position peaked at $36.7K in Q2 2025. 72 funds tracked by Wall St. Rank hold FOA as of Q3 2025.

  • Larson Financial Group reported no remaining Finance of America Companies position as of Q3 2025 after selling out during the quarter.
  • Larson Financial Group sold 1,574 Finance of America Companies shares in Q3 2025, an estimated $36.7K.
  • Larson Financial Group first reported a position in Finance of America Companies in Q1 2025 and held it in 2 quarters.
  • Larson Financial Group's Finance of America Companies position peaked at $36.7K in Q2 2025.
  • 72 funds tracked by Wall St. Rank held Finance of America Companies as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.