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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
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

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 $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Purpose Unlimited Inc's FOA Position: Q1 2026 in Review

Purpose Unlimited Inc increased its Finance of America Companies (FOA) stake by 15% in Q1 2026, buying an estimated $289K and bringing the position to 110,021 shares worth $1.83M. The position accounts for 0.08% of the portfolio, ranked #101.

Purpose Unlimited Inc first reported a position in FOA in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.32M in Q4 2025. 71 funds tracked by Wall St. Rank hold FOA as of Q1 2026.

  • Purpose Unlimited Inc held 110,021 shares of Finance of America Companies worth $1.83M as of Q1 2026.
  • Purpose Unlimited Inc bought 14,000 Finance of America Companies shares in Q1 2026, an estimated $289K.
  • Finance of America Companies made up 0.08% of Purpose Unlimited Inc's portfolio in Q1 2026, its #101 holding.
  • Purpose Unlimited Inc first reported a position in Finance of America Companies in Q4 2025 and has held it in 2 quarters since.
  • Purpose Unlimited Inc's Finance of America Companies position peaked at $2.32M in Q4 2025.
  • 71 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.