RhumbLine Advisers
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RhumbLine Advisers’s Finance of America Companies FOA Stock Holding History

RhumbLine Advisers’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 		$102K Sell
3,723
-134
-3% -$2.73K ﹤0.01% 3524
2026
Q1 		$64K Sell
3,857
-288
-7% -$5.95K ﹤0.01% 3542
2025
Q4 		$100K Sell
4,145
-346
-8% -$7.88K ﹤0.01% 3472
2025
Q3 		$101K Buy
4,491
+127
+3% +$3.17K ﹤0.01% 3518
2025
Q2 		$102K Buy
+4,364
New +$91.8K ﹤0.01% 3519
2024
Q3 		– Sell
-1,922
Closed -$9.47K – 4245
2024
Q2 		$9.47K Sell
1,922
-5,194
-73% -$31.7K ﹤0.01% 3986
2024
Q1 		$52.3K Buy
7,116
+96
+1% +$834 ﹤0.01% 3615
2023
Q4 		$77.2K Buy
7,020
+359
+5% +$3.69K ﹤0.01% 3525
2023
Q3 		$85.2K Sell
6,661
-13,701
-67% -$227K ﹤0.01% 3513
2023
Q2 		$389K Buy
20,362
+14,593
+253% +$245K ﹤0.01% 2852
2023
Q1 		$72K Buy
5,769
+199
+4% +$3.04K ﹤0.01% 2890
2022
Q4 		$71K Buy
5,570
+395
+8% +$5.79K ﹤0.01% 2927
2022
Q3 		$77K Buy
5,175
+278
+6% +$4.4K ﹤0.01% 3024
2022
Q2 		$77K Buy
4,897
+3,412
+230% +$78.8K ﹤0.01% 3045
2022
Q1 		$45K Sell
1,485
-772
-34% -$26.9K ﹤0.01% 2981
2021
Q4 		$90K Sell
2,257
-965
-30% -$45.8K ﹤0.01% 2949
2021
Q3 		$159K Buy
3,222
+165
+5% +$9.8K ﹤0.01% 2943
2021
Q2 		$233K Buy
+3,057
New +$296K ﹤0.01% 2881

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

RhumbLine Advisers's FOA Position: Q2 2026 in Review

RhumbLine Advisers reduced its Finance of America Companies (FOA) stake by 3.5% in Q2 2026, selling an estimated $2.73K and leaving 3,723 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #3524.

RhumbLine Advisers first reported a position in FOA in Q2 2021 and has held it in 18 quarters since. The position peaked at $389K in Q2 2023. 78 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • RhumbLine Advisers held 3,723 shares of Finance of America Companies worth $102K as of Q2 2026.
  • RhumbLine Advisers sold 134 Finance of America Companies shares in Q2 2026, an estimated $2.73K.
  • Finance of America Companies made up ﹤0.01% of RhumbLine Advisers's portfolio in Q2 2026, its #3524 holding.
  • RhumbLine Advisers first reported a position in Finance of America Companies in Q2 2021 and has held it in 18 quarters since.
  • RhumbLine Advisers's Finance of America Companies position peaked at $389K in Q2 2023.
  • 78 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on RhumbLine Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.