Morgan Stanley
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Morgan Stanley’s Finance of America Companies FOA Stock Holding History

Morgan Stanley’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 		$1.82M Sell
66,100
-18,749
-22% -$383K ﹤0.01% 4905
2026
Q1 		$1.41M Sell
84,849
-27,234
-24% -$563K ﹤0.01% 4965
2025
Q4 		$2.71M Sell
112,083
-72,444
-39% -$1.65M ﹤0.01% 4601
2025
Q3 		$4.14M Buy
184,527
+53,333
+41% +$1.33M ﹤0.01% 4298
2025
Q2 		$3.06M Buy
131,194
+125,334
+2,139% +$2.64M ﹤0.01% 4434
2025
Q1 		$125K Buy
5,860
+1,665
+40% +$40.7K ﹤0.01% 5916
2024
Q4 		$118K Buy
4,195
+2,939
+234% +$52.3K ﹤0.01% 5995
2024
Q3 		$14.5K Sell
1,256
-5,889
-82% -$47.3K ﹤0.01% 6605
2024
Q2 		$35.2K Sell
7,145
-2,993
-30% -$18.3K ﹤0.01% 6279
2024
Q1 		$74.5K Sell
10,138
-9,570
-49% -$83.1K ﹤0.01% 6091
2023
Q4 		$217K Buy
19,708
+8,821
+81% +$90.6K ﹤0.01% 5676
2023
Q3 		$139K Sell
10,887
-2,513
-19% -$41.6K ﹤0.01% 5735
2023
Q2 		$256K Buy
13,400
+3,958
+42% +$66.4K ﹤0.01% 5535
2023
Q1 		$117K Buy
9,442
+3,474
+58% +$53K ﹤0.01% 5946
2022
Q4 		$75.8K Sell
5,968
-170
-3% -$2.49K ﹤0.01% 6100
2022
Q3 		$91K Sell
6,138
-29,994
-83% -$475K ﹤0.01% 6129
2022
Q2 		$567K Buy
36,132
+34,613
+2,279% +$800K ﹤0.01% 5353
2022
Q1 		$46K Sell
1,519
-6,386
-81% -$222K ﹤0.01% 6745
2021
Q4 		$313K Buy
7,905
+7,546
+2,102% +$358K ﹤0.01% 5819
2021
Q3 		$16K Sell
359
-5,011
-93% -$298K ﹤0.01% 7175
2021
Q2 		$410K Buy
+5,370
New +$520K ﹤0.01% 5649

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

Morgan Stanley's FOA Position: Q2 2026 in Review

Morgan Stanley reduced its Finance of America Companies (FOA) stake by 22% in Q2 2026, selling an estimated $383K and leaving 66,100 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #4905.

Morgan Stanley first reported a position in FOA in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.14M in Q3 2025. 78 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • Morgan Stanley held 66,100 shares of Finance of America Companies worth $1.82M as of Q2 2026.
  • Morgan Stanley sold 18,749 Finance of America Companies shares in Q2 2026, an estimated $383K.
  • Finance of America Companies made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4905 holding.
  • Morgan Stanley first reported a position in Finance of America Companies in Q2 2021 and has held it in 21 quarters since.
  • Morgan Stanley's Finance of America Companies position peaked at $4.14M in Q3 2025.
  • 78 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.