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O'Shaughnessy Asset Management’s Finance of America Companies FOA Stock Holding History

O'Shaughnessy Asset Management’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
-19,838
Closed -$422K – 2422
2025
Q1 		$422K Buy
19,838
+6,716
+51% +$164K ﹤0.01% 1399
2024
Q4 		$369K Buy
+13,122
New +$234K ﹤0.01% 1427

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 $254M AUM 16.78% 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

O'Shaughnessy Asset Management's FOA Position: Q2 2025 in Review

O'Shaughnessy Asset Management sold out of Finance of America Companies (FOA) in Q2 2025, closing a stake of 19,838 shares — an estimated $422K sold.

O'Shaughnessy Asset Management first reported a position in FOA in Q4 2024 and held it in 2 quarters. The position peaked at $422K in Q1 2025. 59 funds tracked by Wall St. Rank hold FOA as of Q2 2025.

  • O'Shaughnessy Asset Management reported no remaining Finance of America Companies position as of Q2 2025 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 19,838 Finance of America Companies shares in Q2 2025, an estimated $422K.
  • O'Shaughnessy Asset Management first reported a position in Finance of America Companies in Q4 2024 and held it in 2 quarters.
  • O'Shaughnessy Asset Management's Finance of America Companies position peaked at $422K in Q1 2025.
  • 59 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2025.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.