Northern Trust
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Northern Trust’s Finance of America Companies FOA Stock Holding History

Northern Trust’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 		$565K Buy
34,032
+469
+1% +$9.69K ﹤0.01% 3572
2025
Q4 		$813K Sell
33,563
-1,564
-4% -$35.6K ﹤0.01% 3470
2025
Q3 		$788K Sell
35,127
-5,723
-14% -$143K ﹤0.01% 3499
2025
Q2 		$953K Buy
40,850
+23,881
+141% +$502K ﹤0.01% 3425
2025
Q1 		$361K Sell
16,969
-72
-0.4% -$1.76K ﹤0.01% 3714
2024
Q4 		$479K Buy
+17,041
New +$303K ﹤0.01% 3672
2024
Q3 		– Sell
-40,900
Closed -$202K – 4425
2024
Q2 		$202K Sell
40,900
-1,727
-4% -$10.5K ﹤0.01% 3864
2024
Q1 		$313K Sell
42,627
-2,203
-5% -$19.1K ﹤0.01% 3732
2023
Q4 		$493K Sell
44,830
-2,123
-5% -$21.8K ﹤0.01% 3542
2023
Q3 		$601K Buy
46,953
+381
+0.8% +$6.31K ﹤0.01% 3467
2023
Q2 		$890K Buy
46,572
+9,022
+24% +$151K ﹤0.01% 3401
2023
Q1 		$466K Sell
37,550
-1,962
-5% -$30K ﹤0.01% 3500
2022
Q4 		$502K Buy
39,512
+40
+0.1% +$586 ﹤0.01% 3514
2022
Q3 		$584K Buy
39,472
+10,641
+37% +$169K ﹤0.01% 3464
2022
Q2 		$453K Buy
28,831
+12,886
+81% +$298K ﹤0.01% 3570
2022
Q1 		$485K Sell
15,945
-600
-4% -$20.9K ﹤0.01% 3750
2021
Q4 		$656K Sell
16,545
-11,609
-41% -$551K ﹤0.01% 3706
2021
Q3 		$1.39M Sell
28,154
-1,242
-4% -$73.7K ﹤0.01% 3432
2021
Q2 		$2.24M Buy
+29,396
New +$2.85M ﹤0.01% 3305

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 $254M AUM 16.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T 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 $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

Northern Trust's FOA Position: Q1 2026 in Review

Northern Trust increased its Finance of America Companies (FOA) stake by 1.4% in Q1 2026, buying an estimated $9.69K and bringing the position to 34,032 shares worth $565K. The position accounts for ﹤0.01% of the portfolio, ranked #3572.

Northern Trust first reported a position in FOA in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.24M in Q2 2021. 71 funds tracked by Wall St. Rank hold FOA as of Q1 2026.

  • Northern Trust held 34,032 shares of Finance of America Companies worth $565K as of Q1 2026.
  • Northern Trust bought 469 Finance of America Companies shares in Q1 2026, an estimated $9.69K.
  • Finance of America Companies made up ﹤0.01% of Northern Trust's portfolio in Q1 2026, its #3572 holding.
  • Northern Trust first reported a position in Finance of America Companies in Q2 2021 and has held it in 19 quarters since.
  • Northern Trust's Finance of America Companies position peaked at $2.24M in Q2 2021.
  • 71 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2026.

Based on Northern Trust's 13F filing for Q1 2026, filed 14 May 2026.