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Transamerica Financial Advisors’s Finance of America Companies FOA Stock Holding History

Transamerica Financial Advisors’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 		$82 Hold
3
– – ﹤0.01% 2032
2026
Q1 		$49 Buy
+3
New +$62 ﹤0.01% 1895

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

Transamerica Financial Advisors's FOA Position: Q2 2026 in Review

Transamerica Financial Advisors held its Finance of America Companies (FOA) position steady in Q2 2026 at 3 shares worth $82. The position accounts for ﹤0.01% of the portfolio, ranked #2032.

Transamerica Financial Advisors first reported a position in FOA in Q1 2026 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • Transamerica Financial Advisors held 3 shares of Finance of America Companies worth $82 as of Q2 2026.
  • Transamerica Financial Advisors left its Finance of America Companies share count unchanged in Q2 2026.
  • Finance of America Companies made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #2032 holding.
  • Transamerica Financial Advisors first reported a position in Finance of America Companies in Q1 2026 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.