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
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 $3.05B 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

Wells Fargo's FOA Position: Q1 2026 in Review

Wells Fargo reduced its Finance of America Companies (FOA) stake by 70% in Q1 2026, selling an estimated $82.7K and leaving 1,697 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #5658.

Wells Fargo first reported a position in FOA in Q2 2021 and has held it in 15 quarters since. The position peaked at $138K in Q4 2025. 71 funds tracked by Wall St. Rank hold FOA as of Q1 2026.

  • Wells Fargo held 1,697 shares of Finance of America Companies worth $28.2K as of Q1 2026.
  • Wells Fargo sold 4,000 Finance of America Companies shares in Q1 2026, an estimated $82.7K.
  • Finance of America Companies made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5658 holding.
  • Wells Fargo first reported a position in Finance of America Companies in Q2 2021 and has held it in 15 quarters since.
  • Wells Fargo's Finance of America Companies position peaked at $138K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.