Position in FOA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,518,080
+$2,393,580 QoQ
Shares Held
91,500
+1120.0% QoQ
Ownership
0.529%
of shares outstanding
% of Portfolio
3.30%
of 13F equity value
Holder Rank
#11
of 76 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FOA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Corient IA LLC holds $2,518,080 across 1 Credit Services name. FOA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FOA |
Finance of America Companies Inc.
This page
|
91,500 | $2,518,080 |
All Filings in FOA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,518,080 | 91,500 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $124,500 | 7,500 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $1,794,400 | 80,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,294,260 | 55,500 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||