Legal & General Group
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Legal & General Group’s Finance of America Companies FOA Stock Holding History

Legal & General 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
2026
Q1 		$6.69K Hold
403
– – ﹤0.01% 3251
2025
Q4 		$9.76K Hold
403
– – ﹤0.01% 3252
2025
Q3 		$9.04K Hold
403
– – ﹤0.01% 3308
2025
Q2 		$9.4K Buy
+403
New +$8.48K ﹤0.01% 3307
2024
Q2 		– Sell
-501
Closed -$3.68K – 3455
2024
Q1 		$3.68K Hold
501
– – ﹤0.01% 3318
2023
Q4 		$5.56K Hold
501
– – ﹤0.01% 3311
2023
Q3 		$6.41K Hold
501
– – ﹤0.01% 3340
2023
Q2 		$9.56K Buy
501
+185
+59% +$3.1K ﹤0.01% 3324
2023
Q1 		$3.91K Hold
316
– – ﹤0.01% 3323
2022
Q4 		$4.01K Hold
316
– – ﹤0.01% 3362
2022
Q3 		$5K Hold
316
– – ﹤0.01% 3405
2022
Q2 		$5K Buy
316
+172
+119% +$3.97K ﹤0.01% 3443
2022
Q1 		$4K Hold
144
– – ﹤0.01% 3517
2021
Q4 		$6K Sell
144
-122
-46% -$5.79K ﹤0.01% 3531
2021
Q3 		$13K Hold
266
– – ﹤0.01% 3398
2021
Q2 		$20K Buy
+266
New +$25.8K ﹤0.01% 3291

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 $258M AUM 20.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Legal & General Group's FOA Position: Q1 2026 in Review

Legal & General Group held its Finance of America Companies (FOA) position steady in Q1 2026 at 403 shares worth $6.69K. The position accounts for ﹤0.01% of the portfolio, ranked #3251.

Legal & General Group first reported a position in FOA in Q2 2021 and has held it in 16 quarters since. The position peaked at $20K in Q2 2021. 71 funds tracked by Wall St. Rank hold FOA as of Q1 2026.

  • Legal & General Group held 403 shares of Finance of America Companies worth $6.69K as of Q1 2026.
  • Legal & General Group left its Finance of America Companies share count unchanged in Q1 2026.
  • Finance of America Companies made up ﹤0.01% of Legal & General Group's portfolio in Q1 2026, its #3251 holding.
  • Legal & General Group first reported a position in Finance of America Companies in Q2 2021 and has held it in 16 quarters since.
  • Legal & General Group's Finance of America Companies position peaked at $20K in Q2 2021.
  • 71 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.