Root Financial Partners
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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
Q3 		$240 Buy
+19
New +$387 ﹤0.01% 3467
2026
Q2 		– Sell
-22
Closed -$365 – 1415
2026
Q1 		$365 Buy
+22
New +$455 ﹤0.01% 2970

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Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Covestor
Covestor London, United Kingdom $157M AUM 35.87% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Root Financial Partners's FOA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Finance of America Companies (FOA) in Q3 2026: 19 shares worth $240. The stake represents ﹤0.01% of the portfolio and ranks #3467 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FOA as recently as Q1 2026.

Root Financial Partners first reported a position in FOA in Q1 2026 and has held it in 2 quarters since. The position peaked at $365 in Q1 2026. 12 funds tracked by Wall St. Rank hold FOA as of Q3 2026.

  • Root Financial Partners held 19 shares of Finance of America Companies worth $240 as of Q3 2026.
  • Finance of America Companies was a new Root Financial Partners position in Q3 2026.
  • Finance of America Companies made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3467 holding.
  • Root Financial Partners first reported a position in Finance of America Companies in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Finance of America Companies position peaked at $365 in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Finance of America Companies as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.