Russell Investments Group
FOA icon

Russell Investments Group’s Finance of America Companies FOA Stock Holding History

Russell Investments Group’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 		$215K Sell
12,947
-64,498
-83% -$1.33M ﹤0.01% 2826
2025
Q4 		$1.87M Buy
77,445
+76,147
+5,866% +$1.73M ﹤0.01% 1902
2025
Q3 		$29.1K Buy
+1,298
New +$32.4K ﹤0.01% 3478
2024
Q3 		– Sell
-2,293
Closed -$11.3K – 3729
2024
Q2 		$11.3K Buy
+2,293
New +$14K ﹤0.01% 3045

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

Russell Investments Group's FOA Position: Q1 2026 in Review

Russell Investments Group reduced its Finance of America Companies (FOA) stake by 83% in Q1 2026, selling an estimated $1.33M and leaving 12,947 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #2826.

Russell Investments Group first reported a position in FOA in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.87M in Q4 2025. 71 funds tracked by Wall St. Rank hold FOA as of Q1 2026.

  • Russell Investments Group held 12,947 shares of Finance of America Companies worth $215K as of Q1 2026.
  • Russell Investments Group sold 64,498 Finance of America Companies shares in Q1 2026, an estimated $1.33M.
  • Finance of America Companies made up ﹤0.01% of Russell Investments Group's portfolio in Q1 2026, its #2826 holding.
  • Russell Investments Group first reported a position in Finance of America Companies in Q2 2024 and has held it in 4 quarters since.
  • Russell Investments Group's Finance of America Companies position peaked at $1.87M in Q4 2025.
  • 71 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2026.

Based on Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.