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Physician Wealth Advisors’s Finance of America Companies FOA Stock Holding History

Physician Wealth Advisors’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 		– Sell
-46
Closed -$1.11K – 2130
2025
Q4 		$1.11K Hold
46
– – ﹤0.01% 1550
2025
Q3 		$1.03K Hold
46
– – ﹤0.01% 1553
2025
Q2 		$1.07K Buy
+46
New +$968 ﹤0.01% 1377

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 $258M AUM 20.26% 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

Physician Wealth Advisors's FOA Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Finance of America Companies (FOA) in Q1 2026, closing a stake of 46 shares — an estimated $1.11K sold.

Physician Wealth Advisors first reported a position in FOA in Q2 2025 and held it in 3 quarters. The position peaked at $1.11K in Q4 2025. 71 funds tracked by Wall St. Rank hold FOA as of Q1 2026.

  • Physician Wealth Advisors reported no remaining Finance of America Companies position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 46 Finance of America Companies shares in Q1 2026, an estimated $1.11K.
  • Physician Wealth Advisors first reported a position in Finance of America Companies in Q2 2025 and held it in 3 quarters.
  • Physician Wealth Advisors's Finance of America Companies position peaked at $1.11K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.