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Finance of America COS Inc (FOA)

CUSIP: 31738L206 | NYSE | Financial Services · Credit Services | Micro Cap | 142 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/ABloom Retirement Holdings Inc.1,481,0399.5%−95,204Aug 5, 2026No 13F filer matched
13D/ABrian L. Libman
with Libman Family Holdings, LLC
9,301,35950.8%

Institutional Holders — Q3 2026

Beach Point Capital Management LP891,993
4.9% of portfolio›$11.3M
Dimensional Fund Advisors LP162,298
0.0% of portfolio›$2.1M
Prescott Group Capital Management, L.L.C.66,206
0.1% of portfolio›$836.8K
Bank of New York Mellon Corp26,410
0.0% of portfolio›$333.8K
Fortitude Family Office, LLC1,172
0.0% of portfolio›$14.8K
Citigroup Inc199
0.0% of portfolio›$2.5K
Gamma Investing LLC93
0.0% of portfolio›$1.2K
Sterling Capital Management LLC79
0.0% of portfolio›$999
Covestor Ltd60
0.0% of portfolio›$1
IFP Advisors, Inc42
0.0% of portfolio›$531
Root Financial Partners, LLC19
0.0% of portfolio›$240
SJS Investment Consulting Inc.17
0.0% of portfolio›$215
Farther Finance Advisors, LLC14
0.0% of portfolio›$177
EverSource Wealth Advisors, LLC11
0.0% of portfolio›$139
Essential Partners LLC7
0.0% of portfolio›$88
Provenance Wealth Advisors, LLC2
0.0% of portfolio›$25
StyleTurnoverLocationFiled
Beach Point Capital Management LP
891,993$11.3M4.9%YieldMediumSanta Monica, CA2026-10-20
Dimensional Fund Advisors LP
162,298$2.1M0.0%IndexLowAustin, TX2026-11-04
Prescott Group Capital Management, L.L.C.
66,206$836.8K0.1%Deep ValueMediumTulsa, OK2026-10-30
Bank of New York Mellon Corp
26,410$333.8K0.0%CoreLowNew York, NY2026-11-05
Fortitude Family Office, LLC
1,172$14.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Citigroup Inc
199$2.5K0.0%CoreMediumNew York, NY2026-11-04
Gamma Investing LLC
93$1.2K0.0%IndexVery LowFoster City, CA2026-10-08
Sterling Capital Management LLC
79$9990.0%GARPMediumCharlotte, NC2026-10-22
Covestor Ltd
60$10.0%ValueHighLondon, United Kingdom2026-10-30
IFP Advisors, Inc
42$5310.0%GrowthLowTampa, FL2026-10-16
Root Financial Partners, LLC
19$2400.0%ETFMediumEncinitas, CA2026-10-21
SJS Investment Consulting Inc.
17$2150.0%ETFVery LowSylvania, OH2026-10-26
Farther Finance Advisors, LLC
14$1770.0%IndexLowSan Francisco, CA2026-10-08
EverSource Wealth Advisors, LLC
11$1390.0%CoreMediumBirmingham, AL2026-11-04
Essential Partners LLC
7$880.0%ValueMediumRancho Santa Fe, CA2026-10-14
Provenance Wealth Advisors, LLC
2$250.0%ETFLowFort Lauderdale, FL2026-10-30
New 5%+ stake
Feb 27, 2026
No 13F filer matched
13D/ABlackstone Tactical Opportunities Fund II - NQ L.P.00.0%Fell below 5%Feb 27, 2026No 13F filer matched
13D/ABloom Retirement Holdings Inc.1,481,039
9.5% of class · Aug 5, 2026−95,204
No 13F filer matched
13D/ABrian L. Libman9,301,359
50.8% of class · Feb 27, 2026New 5%+ stake
with Libman Family Holdings, LLC
No 13F filer matched
13D/ABlackstone Tactical Opportunities Fund II - NQ L.P.0
0.0% of class · Feb 27, 2026Fell below 5%
No 13F filer matched