Ritholtz Wealth Management
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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
2026
Q3 		$198K Buy
+15,629
New +$318K ﹤0.01% 1314
2025
Q2 		– Sell
-10,792
Closed -$229K – 1005
2025
Q1 		$229K Buy
+10,792
New +$264K 0.01% 821

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Ritholtz Wealth Management's FOA Position: Q3 2026 in Review

Ritholtz Wealth Management opened a new position in Finance of America Companies (FOA) in Q3 2026: 15,629 shares worth $198K. The stake represents ﹤0.01% of the portfolio and ranks #1314 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in FOA as recently as Q1 2025.

Ritholtz Wealth Management first reported a position in FOA in Q1 2025 and has held it in 2 quarters since. The position peaked at $229K in Q1 2025. 24 funds tracked by Wall St. Rank hold FOA as of Q3 2026.

  • Ritholtz Wealth Management held 15,629 shares of Finance of America Companies worth $198K as of Q3 2026.
  • Finance of America Companies was a new Ritholtz Wealth Management position in Q3 2026.
  • Finance of America Companies made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #1314 holding.
  • Ritholtz Wealth Management first reported a position in Finance of America Companies in Q1 2025 and has held it in 2 quarters since.
  • Ritholtz Wealth Management's Finance of America Companies position peaked at $229K in Q1 2025.
  • 24 funds tracked by Wall St. Rank held Finance of America Companies as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.