NL
FOA icon

NKCFO LLC’s Finance of America Companies FOA Stock Holding History

NKCFO LLC’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
Q2 		– Sell
-13,000
Closed -$276K – 102
2025
Q1 		$276K Sell
13,000
-16,000
-55% -$391K 0.13% 51
2024
Q4 		$815K Buy
+29,000
New +$516K 0.36% 36

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
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAM
Bastion Asset Management Montreal, Canada $328M AUM 13.57% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

NKCFO LLC's FOA Position: Q2 2025 in Review

NKCFO LLC sold out of Finance of America Companies (FOA) in Q2 2025, closing a stake of 13,000 shares — an estimated $276K sold.

NKCFO LLC first reported a position in FOA in Q4 2024 and held it in 2 quarters. The position peaked at $815K in Q4 2024. 59 funds tracked by Wall St. Rank hold FOA as of Q2 2025.

  • NKCFO LLC reported no remaining Finance of America Companies position as of Q2 2025 after selling out during the quarter.
  • NKCFO LLC sold 13,000 Finance of America Companies shares in Q2 2025, an estimated $276K.
  • NKCFO LLC first reported a position in Finance of America Companies in Q4 2024 and held it in 2 quarters.
  • NKCFO LLC's Finance of America Companies position peaked at $815K in Q4 2024.
  • 59 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2025.

Based on NKCFO LLC's 13F filing for Q2 2025, filed 13 Aug 2025.