Marshall Wace
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Marshall Wace’s Finance of America Companies FOA Stock Holding History

Marshall Wace’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 		$619K Sell
37,273
-50,863
-58% -$1.05M ﹤0.01% 2351
2025
Q4 		$2.13M Sell
88,136
-4,855
-5% -$111K ﹤0.01% 1546
2025
Q3 		$2.09M Buy
+92,991
New +$2.32M ﹤0.01% 1592
2025
Q2 		– Sell
-21,080
Closed -$448K – 2867
2025
Q1 		$448K Buy
21,080
+11,236
+114% +$275K ﹤0.01% 2122
2024
Q4 		$277K Buy
+9,844
New +$175K ﹤0.01% 2254
2022
Q2 		– Sell
-15,582
Closed -$474K – 3601
2022
Q1 		$474K Sell
15,582
-19,550
-56% -$681K ﹤0.01% 2797
2021
Q4 		$1.4M Buy
35,132
+20,243
+136% +$960K ﹤0.01% 2288
2021
Q3 		$737K Sell
14,889
-16,129
-52% -$958K ﹤0.01% 2192
2021
Q2 		$2.37M Buy
+31,018
New +$3M 0.01% 1316

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 $253M AUM 16.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $142M AUM 20.71% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B 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