Raymond James Financial
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Raymond James Financial’s Finance of America Companies FOA Stock Holding History

Raymond James Financial’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 		$285K Buy
+10,360
New +$211K ﹤0.01% 4852
2025
Q3 		– Sell
-453
Closed -$10.6K – 5598
2025
Q2 		$10.6K Buy
+453
New +$9.53K ﹤0.01% 5903

Other funds holding FOA

CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
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
Brigade Capital Management New York $534M AUM 44.37% 1-Year Est. Return
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
PUI
Purpose Unlimited Inc Toronto $2.62B AUM
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Raymond James Financial's FOA Position: Q2 2026 in Review

Raymond James Financial opened a new position in Finance of America Companies (FOA) in Q2 2026: 10,360 shares worth $285K. The stake represents ﹤0.01% of the portfolio and ranks #4852 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in FOA as recently as Q2 2025.

Raymond James Financial first reported a position in FOA in Q2 2025 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • Raymond James Financial held 10,360 shares of Finance of America Companies worth $285K as of Q2 2026.
  • Finance of America Companies was a new Raymond James Financial position in Q2 2026.
  • Finance of America Companies made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4852 holding.
  • Raymond James Financial first reported a position in Finance of America Companies in Q2 2025 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.