RFP
FOA icon

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
Q2 		– Sell
-22
Closed -$365 – 1415
2026
Q1 		$365 Buy
+22
New +$455 ﹤0.01% 2970

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

Root Financial Partners's FOA Position: Q2 2026 in Review

Root Financial Partners sold out of Finance of America Companies (FOA) in Q2 2026, closing a stake of 22 shares — an estimated $365 sold.

Root Financial Partners first reported a position in FOA in Q1 2026 and held it in 1 quarter. The position peaked at $365 in Q1 2026. 77 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • Root Financial Partners reported no remaining Finance of America Companies position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 22 Finance of America Companies shares in Q2 2026, an estimated $365.
  • Root Financial Partners first reported a position in Finance of America Companies in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Finance of America Companies position peaked at $365 in Q1 2026.
  • 77 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.