Nuveen
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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
Q2 		– Sell
-10,916
Closed -$181K – 3780
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 $3.55B 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

Nuveen's FOA Position: Q2 2026 in Review

Nuveen sold out of Finance of America Companies (FOA) in Q2 2026, closing a stake of 10,916 shares — an estimated $181K sold.

Nuveen first reported a position in FOA in Q2 2021 and held it in 13 quarters. The position peaked at $902K in Q2 2021. 78 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • Nuveen reported no remaining Finance of America Companies position as of Q2 2026 after selling out during the quarter.
  • Nuveen sold 10,916 Finance of America Companies shares in Q2 2026, an estimated $181K.
  • Nuveen first reported a position in Finance of America Companies in Q2 2021 and held it in 13 quarters.
  • Nuveen's Finance of America Companies position peaked at $902K in Q2 2021.
  • 78 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.