FOAFinance of America Companies Inc.

CSNew York Stock Exchange (XNYS)·USD

Identity

Security key: 15553
Ticker: FOA
Type: CS — Common Stock
Exchange: New York Stock Exchange(XNYS)
Venue group: NYSE
Operating MIC: XNYS
Market: stocks
Locale: us
Currency: USD
Listed: 2021-04-05
Round lot: 100
Active: Yes
Last seen in a load: 2026-08-14 20:49
Vendor updated: 2026-08-13 06:09
Ticker root / suffix: FOA

Detail

Enriched 2026-08-14 20:47

Market cap: $202,795,032
Shares outstanding (class): 8,936,570
Shares outstanding (weighted): 9,217,956
SIC: 6162 MORTGAGE BANKERS & LOAN CORRESPONDENTS
Employees: 784
Location: PLANO, TX
Homepage: https://www.financeofamerica.com
Description: Finance of America Companies Inc provides home equity-based financing solutions for modern retirement and offers capital markets and portfolio management capabilities to optimize loan distribution to investors. The Company operates through two segments: Retirement Solutions and Portfolio Management. The Retirement Solutions segment handles loan origination, including HECM and non-agency reverse mortgage loans, generating revenue from origination fees and initial gains, with loans transferred to the Portfolio Management segment. The Portfolio Management segment, which generates the majority of revenue, provides securitization, loan sales, risk management, and asset management services, and earns revenue from net interest income, fair value changes, and servicing-related income.

Market cap and share counts drift.

Funds holding this security

52 funds · 52 positions · $10.13M reported value, as of 2026-03-31

All holders →

Fund	Ticker	Position value	% of fund	Balance	Match
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS	VTI	$4.22M	0.00%	254,200 NS	FIGI
iShares Russell 2000 ETF iShares Trust	IWM	$2.14M	0.00%	128,629 NS	FIGI
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS	VXF	$1.06M	0.00%	63,812 NS	FIGI
iShares Russell 2000 Value ETF iShares Trust	IWN	$676.9K	0.01%	40,775 NS	FIGI
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund	FDM	$285.7K	0.13%	17,210 NS	FIGI
Ultra-Small Company Market Fund Bridgeway Funds, Inc.	—	$213.2K	0.17%	12,844 NS	FIGI
iShares Micro-Cap ETF iShares Trust	IWC	$187.6K	0.02%	11,299 NS	FIGI
Master Small Cap Index Series Quantitative Master Series LLC	—	$127.7K	0.00%	7,691 NS	FIGI
WisdomTree U.S. SmallCap Fund WisdomTree Trust	EES	$114.5K	0.02%	6,896 NS	FIGI
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust	—	$111.5K	0.06%	6,714 NS	FIGI
SMALL CAP EQUITY FUND GuideStone Funds	—	$99.9K	0.01%	6,017 NS	FIGI
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust	—	$97.9K	0.03%	5,900 NS	FIGI
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust	—	$86.7K	0.00%	5,221 NS	FIGI
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust	—	$86.6K	0.00%	5,214 NS	FIGI
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS	—	$81.2K	0.00%	4,889 NS	FIGI

How positions resolve to the securities master. FIGI_COMPOSITE is exact identifier equality — both sides got the FIGI from Bloomberg. TICKER is a narrow fallback used only where the master row carries no FIGI at all (2,389 rows do not, disproportionately Irish-domiciled US listings like LIN and ACN). Roughly 22% of all positions resolve to the master.

Funds holding this security

Identifiers

master.security_identifier

TICKERFOA
FIGI_COMPOSITEBBG00ZVN6MB0
FIGI_SHARE_CLASSBBG00ZVN6MD8
CIK0001828937
ISINUS31738L2060
Resolved through OpenFIGI from a holdings ISIN, not supplied by the securities vendor.

Identifiers

Classification

classification.v_security_classification

Asset class: Equity
Sector: Financials
Industry: Mortgage Finance
Source: LLMunreviewed
Self-reported confidence: 0.95
Model: deepseek
Rationale: Finance of America is a mortgage lender, fitting the financial sector's mortgage finance industry.

Classifications are unreviewed model output. All 5,771 assignments carry source = LLM and is_reviewed = false. Confidence is the model’s own estimate and is not calibrated — it clustered at 0.90–0.98 across the whole first pass, including rows that later proved wrong. Use it to order a review queue, not as a probability. Two share classes of one issuer can disagree.

Classification

Fund data

Not linked to a fund series.

Either this is not a fund, or it is one the SEC share-class snapshot cannot reach — commodity trusts and notes have no series ID at all.