Wells Fargo
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Wells Fargo’s Finance of America Companies FOA Stock Holding History

Wells Fargo’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 		$89.7K Buy
3,258
+1,561
+92% +$31.9K ﹤0.01% 5571
2026
Q1 		$28.2K Sell
1,697
-4,000
-70% -$82.7K ﹤0.01% 5658
2025
Q4 		$138K Buy
5,697
+2,293
+67% +$52.2K ﹤0.01% 5257
2025
Q3 		$76.4K Buy
3,404
+556
+20% +$13.9K ﹤0.01% 5434
2025
Q2 		$66.4K Buy
+2,848
New +$59.9K ﹤0.01% 5409
2024
Q2 		– Sell
-1,873
Closed -$13.8K – 7089
2024
Q1 		$13.8K Buy
1,873
+242
+15% +$2.1K ﹤0.01% 5670
2023
Q4 		$17.9K Buy
1,631
+324
+25% +$3.33K ﹤0.01% 5674
2023
Q3 		$16.7K Sell
1,307
-718
-35% -$11.9K ﹤0.01% 5662
2023
Q2 		$38.7K Buy
2,025
+1,330
+191% +$22.3K ﹤0.01% 5521
2023
Q1 		$8.61K Buy
+695
New +$10.6K ﹤0.01% 5908
2022
Q4 		– Sell
-8
Closed – – 7551
2022
Q3 		$0 Sell
8
-30
-79% -$475 ﹤0.01% 6870
2022
Q2 		$1K Sell
38
-340
-90% -$7.86K ﹤0.01% 6505
2022
Q1 		$11K Sell
378
-716
-65% -$24.9K ﹤0.01% 6232
2021
Q4 		$44K Buy
1,094
+864
+376% +$41K ﹤0.01% 6027
2021
Q3 		$11K Buy
230
+19
+9% +$1.13K ﹤0.01% 6166
2021
Q2 		$16K Buy
+211
New +$20.4K ﹤0.01% 5980

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

Wells Fargo's FOA Position: Q2 2026 in Review

Wells Fargo increased its Finance of America Companies (FOA) stake by 92% in Q2 2026, buying an estimated $31.9K and bringing the position to 3,258 shares worth $89.7K. The position accounts for ﹤0.01% of the portfolio, ranked #5571.

Wells Fargo first reported a position in FOA in Q2 2021 and has held it in 16 quarters since. The position peaked at $138K in Q4 2025. 78 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • Wells Fargo held 3,258 shares of Finance of America Companies worth $89.7K as of Q2 2026.
  • Wells Fargo bought 1,561 Finance of America Companies shares in Q2 2026, an estimated $31.9K.
  • Finance of America Companies made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #5571 holding.
  • Wells Fargo first reported a position in Finance of America Companies in Q2 2021 and has held it in 16 quarters since.
  • Wells Fargo's Finance of America Companies position peaked at $138K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.