2026-07-01
No AI summary for this filing type
View Full Filing (SEC EDGAR)FOA
Finance of America Companies Inc.
-$80.6M
Net Activity
Institutions Holding
115
Popularity Rank
#4162
Avg Weight
0.11%
Total Value
$136.8M
Ownership Trend
115 institutions currently hold FOA, with 58 net buyers and 59 net sellers this quarter.
Institutional Moves
Institutional Moves (Q1 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
59
Net Buying Institutions
58
Key Holders
Key Holders
Top 5 by Value
Quarterly Activity
Recent Activity
+$78.0M
Total Buy Value
$89.6M
Total Sell Value
New buy22
Trim32
Add36
Sold out27
58
Net Buyers
59
Net Sellers
Insider Trading (Form 4)
Form 144 Pre-Sale Notices
2
Filings (90d)
$1.02M
Total Est. Value
43K shares
Planned Shares
Last Filed 2026-07-01
| Filer | Filing Date | Est. Value |
|---|---|---|
| Sieffert Kristen N | 2026-07-01 | $21K |
| Prahm Jeremy | 2026-06-29 | $998K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
Beneficial Ownership (13D/13G)
No Schedule 13D/13G filings for this ticker
Material Events (8-K)
2
Filings (14d)
Data as of 2026-07-01
2026-06-30
Finance of America Companies amended its corporate charter through a written consent from major stockholders, bypassing a shareholder meeting to save time and money. The changes reclassify Class B common stock to give each share one vote, align voting rights with LLC units, and add executive officer protections under Delaware law. Holders representing about 53.9% of total voting power and 97.2% of Class B shares approved the consent.
View Full Filing (SEC EDGAR)FAQ
Who are the top institutional investors holding Finance of America Companies Inc. (FOA)?
Major stakeholders currently include Cooperman Leon G ($21.3M), Beach Point Capital Management LP ($15.4M), Vanguard Capital Management LLC ($11.6M). Based on the latest 13F filings, there are a total of 115 tracked investment funds and institutions maintaining positions in FOA.
What is the overall institutional sentiment toward FOA recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $80.6M, driven by 58 managers accumulating shares while 59 reduced their exposure.
Which institutions have been selling or reducing their FOA positions?
In the latest period, 32 funds trimmed their holdings, and 27 managers completely exited their positions. The aggregate reported sell value was $89.6M.
Are there any notable investors adding FOA to their portfolios?
Yes, buying activity remains notable. 22 institutions opened new positions in {ticker}, and 36 existing holders added to their shares. The total reported buy value for the quarter amounted to $78.0M.
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