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Root Financial Partners’s Finance of America Companies FOA Stock Holding History

Root Financial Partners’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
Q1 		$365 Buy
+22
New +$455 ﹤0.01% 2970

Other funds holding FOA

CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BCM
Brigade Capital Management New York $806M AUM 20.71% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PUI
Purpose Unlimited Inc Toronto $2.42B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Root Financial Partners's FOA Position: Q1 2026 in Review

Root Financial Partners opened a new position in Finance of America Companies (FOA) in Q1 2026: 22 shares worth $365. The stake represents ﹤0.01% of the portfolio and ranks #2970 among its holdings.

71 funds tracked by Wall St. Rank hold FOA as of Q1 2026.

  • Root Financial Partners held 22 shares of Finance of America Companies worth $365 as of Q1 2026.
  • Finance of America Companies was a new Root Financial Partners position in Q1 2026.
  • Finance of America Companies made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2970 holding.
  • 71 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.