Wells Fargo
FOA icon

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 		$120K Hold
7,200
– – ﹤0.01% 5004
2025
Q4 		$174K Sell
7,200
-34,100
-83% -$777K ﹤0.01% 5146
2025
Q3 		$926K Buy
+41,300
New +$1.03M ﹤0.01% 3872

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 $258M AUM 20.26% 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.