Stifel Financial
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Stifel Financial’s Finance of America Companies FOA Stock Holding History

Stifel Financial’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
2025
Q1 		– Sell
-7,268
Closed -$204K – 3478
2024
Q4 		$204K Buy
+7,268
New +$129K ﹤0.01% 3159
2024
Q3 		– Sell
-3,933
Closed -$19.4K – 3401
2024
Q2 		$19.4K Sell
3,933
-7
-0.2% -$43 ﹤0.01% 3328
2024
Q1 		$28.9K Sell
3,940
-2
-0.1% -$17 ﹤0.01% 3290
2023
Q4 		$43.4K Buy
+3,942
New +$40.5K ﹤0.01% 3233

Other funds holding FOA

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Bastion Asset Management Montreal, Canada $328M AUM 13.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Stifel Financial's FOA Position: Q1 2025 in Review

Stifel Financial sold out of Finance of America Companies (FOA) in Q1 2025, closing a stake of 7,268 shares — an estimated $204K sold.

Stifel Financial first reported a position in FOA in Q4 2023 and held it in 4 quarters. The position peaked at $204K in Q4 2024. 46 funds tracked by Wall St. Rank hold FOA as of Q1 2025.

  • Stifel Financial reported no remaining Finance of America Companies position as of Q1 2025 after selling out during the quarter.
  • Stifel Financial sold 7,268 Finance of America Companies shares in Q1 2025, an estimated $204K.
  • Stifel Financial first reported a position in Finance of America Companies in Q4 2023 and held it in 4 quarters.
  • Stifel Financial's Finance of America Companies position peaked at $204K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2025.

Based on Stifel Financial's 13F filing for Q1 2025, filed 14 May 2025.