Simplex Trading
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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
Q2 		$721K Buy
26,200
+5,200
+25% +$106K ﹤0.01% 3165
2026
Q1 		$349K Sell
21,000
-48,700
-70% -$1.01M ﹤0.01% 3659
2025
Q4 		$1.69M Buy
69,700
+18,500
+36% +$421K ﹤0.01% 2120
2025
Q3 		$1.15M Buy
51,200
+40,900
+397% +$1.02M ﹤0.01% 2922
2025
Q2 		$240K Sell
10,300
-65,800
-86% -$1.38M ﹤0.01% 4316
2025
Q1 		$1.62M Sell
76,100
-5,100
-6% -$125K ﹤0.01% 2238
2024
Q4 		$2.28M Buy
+81,200
New +$1.45M ﹤0.01% 2077
2024
Q1 		– Sell
-1,130
Closed -$12K – 9168
2023
Q4 		$12K Hold
1,130
– – ﹤0.01% 7292
2023
Q3 		$14K Sell
1,130
-270
-19% -$4.47K ﹤0.01% 6922
2023
Q2 		$26K Buy
1,400
+180
+15% +$3.02K ﹤0.01% 6493
2023
Q1 		$15K Sell
1,220
-2,010
-62% -$30.7K ﹤0.01% 7183
2022
Q4 		$41K Sell
3,230
-20
-0.6% -$293 ﹤0.01% 6107
2022
Q3 		$48K Buy
3,250
+700
+27% +$11.1K ﹤0.01% 6503
2022
Q2 		$40K Buy
2,550
+570
+29% +$13.2K ﹤0.01% 6765
2022
Q1 		$60K Buy
+1,980
New +$69K ﹤0.01% 6879
2021
Q4 		– Sell
-1,620
Closed -$123K – 10764
2021
Q3 		$123K Sell
1,620
-10
-0.6% -$594 ﹤0.01% 6324
2021
Q2 		$124K Buy
+1,630
New +$158K ﹤0.01% 6415

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

Simplex Trading's FOA Position: Q2 2026 in Review

Simplex Trading sold out of Finance of America Companies (FOA) in Q2 2026, closing a stake of 11,268 shares — an estimated $230K sold.

Simplex Trading first reported a position in FOA in Q4 2021 and held it in 6 quarters. The position peaked at $560K in Q3 2025. 78 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • Simplex Trading reported no remaining Finance of America Companies position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 11,268 Finance of America Companies shares in Q2 2026, an estimated $230K.
  • Simplex Trading first reported a position in Finance of America Companies in Q4 2021 and held it in 6 quarters.
  • Simplex Trading's Finance of America Companies position peaked at $560K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.