Simplex Trading’s Finance of America Companies FOA Stock Holding History

Simplex Trading’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	$187K	Buy	+11,268	New	+$233K	﹤0.01%	4380
2025 Q4	–	Sell	-24,974	Closed	-$569K	–	9028
2025 Q3	$560K	Buy	24,974 +21,472	+613%	+$536K	﹤0.01%	3684
2025 Q2	$81K	Buy	+3,502	New	+$73.7K	﹤0.01%	5440
2024 Q4	–	Sell	-461	Closed	-$8.21K	–	8863
2024 Q3	$5K	Buy	+461	New	+$3.7K	﹤0.01%	7604
2024 Q2	–	Sell	-3	Closed	–	–	9095
2024 Q1	$0	Buy	+3	New	+$26	﹤0.01%	9169
2022 Q1	–	Sell	-1,702	Closed	-$59.3K	–	10712
2021 Q4	$67K	Buy	+1,702	New	+$80.7K	﹤0.01%	6826

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Simplex Trading's FOA Position: Q1 2026 in Review

Simplex Trading opened a new position in Finance of America Companies (FOA) in Q1 2026: 11,268 shares worth $187K. The stake represents ﹤0.01% of the portfolio and ranks #4380 among its holdings. This is a return to the name: Simplex Trading previously reported a position in FOA as recently as Q3 2025.

Simplex Trading first reported a position in FOA in Q4 2021 and has held it in 6 quarters since. The position peaked at $560K in Q3 2025. 71 funds tracked by Wall St. Rank hold FOA as of Q1 2026.

Simplex Trading held 11,268 shares of Finance of America Companies worth $187K as of Q1 2026.
Finance of America Companies was a new Simplex Trading position in Q1 2026.
Finance of America Companies made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #4380 holding.
Simplex Trading first reported a position in Finance of America Companies in Q4 2021 and has held it in 6 quarters since.
Simplex Trading's Finance of America Companies position peaked at $560K in Q3 2025.
71 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.