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Ritholtz Wealth Management’s Finance of America Companies FOA Stock Holding History

Ritholtz Wealth Management’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
Q2 		– Sell
-10,792
Closed -$229K – 1005
2025
Q1 		$229K Buy
+10,792
New +$264K 0.01% 821

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BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAM
Bastion Asset Management Montreal, Canada $328M AUM 13.57% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ritholtz Wealth Management's FOA Position: Q2 2025 in Review

Ritholtz Wealth Management sold out of Finance of America Companies (FOA) in Q2 2025, closing a stake of 10,792 shares — an estimated $229K sold.

Ritholtz Wealth Management first reported a position in FOA in Q1 2025 and held it in 1 quarter. The position peaked at $229K in Q1 2025. 59 funds tracked by Wall St. Rank hold FOA as of Q2 2025.

  • Ritholtz Wealth Management reported no remaining Finance of America Companies position as of Q2 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 10,792 Finance of America Companies shares in Q2 2025, an estimated $229K.
  • Ritholtz Wealth Management first reported a position in Finance of America Companies in Q1 2025 and held it in 1 quarter.
  • Ritholtz Wealth Management's Finance of America Companies position peaked at $229K in Q1 2025.
  • 59 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2025.

Based on Ritholtz Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.