Nuveen’s Finance of America Companies FOA Stock Holding History

Nuveen’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	$181K	Buy	+10,916	New	+$226K	﹤0.01%	3117
2024 Q2	–	Sell	-25,762	Closed	-$189K	–	3366
2024 Q1	$189K	Hold	25,762	–	–	﹤0.01%	3198
2023 Q4	$283K	Buy	25,762 +628	+2%	+$6.45K	﹤0.01%	3157
2023 Q3	$322K	Hold	25,134	–	–	﹤0.01%	2950
2023 Q2	$480K	Sell	25,134 -3,185	-11%	-$53.4K	﹤0.01%	2928
2023 Q1	$351K	Buy	28,319 +2,557	+10%	+$39K	﹤0.01%	2884
2022 Q4	$327K	Sell	25,762 -3,339	-11%	-$48.9K	﹤0.01%	2969
2022 Q3	$430K	Sell	29,101 -5	-0%	-$79	﹤0.01%	2991
2022 Q2	$457K	Buy	29,106 +21,532	+284%	+$497K	﹤0.01%	3039
2022 Q1	$237K	Buy	7,574 +152	+2%	+$5.29K	﹤0.01%	3159
2021 Q4	$341K	Sell	7,422 -4,896	-40%	-$232K	﹤0.01%	3152
2021 Q3	$605K	Buy	12,318 +492	+4%	+$29.2K	﹤0.01%	3131
2021 Q2	$902K	Buy	+11,826	New	+$1.14M	﹤0.01%	3046

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nuveen's FOA Position: Q1 2026 in Review

Nuveen opened a new position in Finance of America Companies (FOA) in Q1 2026: 10,916 shares worth $181K. The stake represents ﹤0.01% of the portfolio and ranks #3117 among its holdings. This is a return to the name: Nuveen previously reported a position in FOA as recently as Q1 2024.

Nuveen first reported a position in FOA in Q2 2021 and has held it in 13 quarters since. The position peaked at $902K in Q2 2021. 71 funds tracked by Wall St. Rank hold FOA as of Q1 2026.

Nuveen held 10,916 shares of Finance of America Companies worth $181K as of Q1 2026.
Finance of America Companies was a new Nuveen position in Q1 2026.
Finance of America Companies made up ﹤0.01% of Nuveen's portfolio in Q1 2026, its #3117 holding.
Nuveen first reported a position in Finance of America Companies in Q2 2021 and has held it in 13 quarters since.
Nuveen's Finance of America Companies position peaked at $902K in Q2 2021.
71 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.