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Principal Securities’s Finance of America Companies FOA Stock Holding History

Principal Securities’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
Q4 		– Sell
-7,700
Closed -$173K – 2126
2025
Q3 		$173K Buy
7,700
+1,395
+22% +$34.8K ﹤0.01% 1353
2025
Q2 		$147K Buy
+6,305
New +$133K ﹤0.01% 1368

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 $258M AUM 20.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Principal Securities's FOA Position: Q4 2025 in Review

Principal Securities sold out of Finance of America Companies (FOA) in Q4 2025, closing a stake of 7,700 shares — an estimated $173K sold.

Principal Securities first reported a position in FOA in Q2 2025 and held it in 2 quarters. The position peaked at $173K in Q3 2025. 67 funds tracked by Wall St. Rank hold FOA as of Q4 2025.

  • Principal Securities reported no remaining Finance of America Companies position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 7,700 Finance of America Companies shares in Q4 2025, an estimated $173K.
  • Principal Securities first reported a position in Finance of America Companies in Q2 2025 and held it in 2 quarters.
  • Principal Securities's Finance of America Companies position peaked at $173K in Q3 2025.
  • 67 funds tracked by Wall St. Rank held Finance of America Companies as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.