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Purpose Unlimited Inc’s Finance of America Companies FOA Stock Holding History

Purpose Unlimited Inc’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 		$3.03M Hold
110,021
– – 0.12% 82
2026
Q1 		$1.83M Buy
110,021
+14,000
+15% +$289K 0.08% 101
2025
Q4 		$2.32M Buy
+96,021
New +$2.19M 0.11% 85

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BPCM
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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
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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
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
CI
Corient IA Miami, Florida $108M AUM 47.84% 1-Year Est. Return

Purpose Unlimited Inc's FOA Position: Q2 2026 in Review

Purpose Unlimited Inc held its Finance of America Companies (FOA) position steady in Q2 2026 at 110,021 shares worth $3.03M. The position accounts for 0.12% of the portfolio, ranked #82.

Purpose Unlimited Inc first reported a position in FOA in Q4 2025 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • Purpose Unlimited Inc held 110,021 shares of Finance of America Companies worth $3.03M as of Q2 2026.
  • Purpose Unlimited Inc left its Finance of America Companies share count unchanged in Q2 2026.
  • Finance of America Companies made up 0.12% of Purpose Unlimited Inc's portfolio in Q2 2026, its #82 holding.
  • Purpose Unlimited Inc first reported a position in Finance of America Companies in Q4 2025 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.