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
2025
Q3 		– Sell
-453
Closed -$10.6K – 5598
2025
Q2 		$10.6K Buy
+453
New +$9.53K ﹤0.01% 5903

Other funds holding FOA

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CLG
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Raymond James Financial's FOA Position: Q3 2025 in Review

Raymond James Financial sold out of Finance of America Companies (FOA) in Q3 2025, closing a stake of 453 shares — an estimated $10.6K sold.

Raymond James Financial first reported a position in FOA in Q2 2025 and held it in 1 quarter. The position peaked at $10.6K in Q2 2025. 72 funds tracked by Wall St. Rank hold FOA as of Q3 2025.

  • Raymond James Financial reported no remaining Finance of America Companies position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 453 Finance of America Companies shares in Q3 2025, an estimated $10.6K.
  • Raymond James Financial first reported a position in Finance of America Companies in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Finance of America Companies position peaked at $10.6K in Q2 2025.
  • 72 funds tracked by Wall St. Rank held Finance of America Companies as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.