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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
Q2 		$2.31K Sell
84
-65
-44% -$1.33K ﹤0.01% 2958
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 $3.55B 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

Sterling Capital Management's FOA Position: Q2 2026 in Review

Sterling Capital Management reduced its Finance of America Companies (FOA) stake by 44% in Q2 2026, selling an estimated $1.33K and leaving 84 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #2958.

Sterling Capital Management first reported a position in FOA in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.41K in Q4 2025. 78 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • Sterling Capital Management held 84 shares of Finance of America Companies worth $2.31K as of Q2 2026.
  • Sterling Capital Management sold 65 Finance of America Companies shares in Q2 2026, an estimated $1.33K.
  • Finance of America Companies made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #2958 holding.
  • Sterling Capital Management first reported a position in Finance of America Companies in Q2 2025 and has held it in 5 quarters since.
  • Sterling Capital Management's Finance of America Companies position peaked at $7.41K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.