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Sterling Capital Management’s Finance of America Companies FOA Stock Holding History

Sterling Capital Management’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 		$2.47K Sell
149
-157
-51% -$3.25K ﹤0.01% 2948
2025
Q4 		$7.41K Hold
306
– – ﹤0.01% 2753
2025
Q3 		$6.86K Buy
306
+186
+155% +$4.64K ﹤0.01% 2662
2025
Q2 		$2.8K Buy
+120
New +$2.52K ﹤0.01% 2813

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 $254M AUM 16.78% 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

Sterling Capital Management's FOA Position: Q1 2026 in Review

Sterling Capital Management reduced its Finance of America Companies (FOA) stake by 51% in Q1 2026, selling an estimated $3.25K and leaving 149 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #2948.

Sterling Capital Management first reported a position in FOA in Q2 2025 and has held it in 4 quarters since. The position peaked at $7.41K in Q4 2025. 71 funds tracked by Wall St. Rank hold FOA as of Q1 2026.

  • Sterling Capital Management held 149 shares of Finance of America Companies worth $2.47K as of Q1 2026.
  • Sterling Capital Management sold 157 Finance of America Companies shares in Q1 2026, an estimated $3.25K.
  • Finance of America Companies made up ﹤0.01% of Sterling Capital Management's portfolio in Q1 2026, its #2948 holding.
  • Sterling Capital Management first reported a position in Finance of America Companies in Q2 2025 and has held it in 4 quarters since.
  • Sterling Capital Management's Finance of America Companies position peaked at $7.41K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.