LSV Asset Management’s Finance of America Companies FOA Stock Holding History

LSV Asset 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	$552K	Buy	+20,054	New	+$409K	﹤0.01%	724

Other funds holding FOA

BPCM

Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

SOW

State of Wyoming Cheyenne, Wyoming $989M AUM 52.24% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LSV Asset Management's FOA Position: Q2 2026 in Review

LSV Asset Management opened a new position in Finance of America Companies (FOA) in Q2 2026: 20,054 shares worth $552K. The stake represents ﹤0.01% of the portfolio and ranks #724 among its holdings.

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

LSV Asset Management held 20,054 shares of Finance of America Companies worth $552K as of Q2 2026.
Finance of America Companies was a new LSV Asset Management position in Q2 2026.
Finance of America Companies made up ﹤0.01% of LSV Asset Management's portfolio in Q2 2026, its #724 holding.
27 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.