Position in FOA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,027,777
+$1,201,429 QoQ
Shares Held
110,021
0.0% QoQ
Ownership
0.636%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#9
of 76 holders
Holding Since
Dec 2025
3 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, 2026Purpose Unlimited Inc. holds $5,504,247 across 7 Credit Services names. FOA ranks #1 (55.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FOA |
Finance of America Companies Inc.
This page
|
110,021 | $3,027,777 | |
| 2 | V |
Visa Inc.
|
3,559 | $1,221,056 | |
| 3 | AXP |
American Express Co
|
2,400 | $811,800 | |
| 4 | MA |
Mastercard Inc
|
741 | $380,577 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
355 | $28,950 | |
| 6 | COF |
Capital One Financial Corp
|
135 | $27,083 | |
| 7 | CACC |
Credit Acceptance Corp
|
11 | $7,004 |
All Filings in FOA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,027,777 | 110,021 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,826,348 | 110,021 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,324,668 | 96,021 | Shares | Sole | 2026-03-20 | |
| No filing history on record for this holder in this stock. | ||||||