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Root Financial Partners, LLC → FOA
Root Financial Partners, LLC FOA Position History
Finance of America Companies Inc. • Financial Services
Quarters held
2
Latest value
$240
Q3 2026
Peak value
$365
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $365 |
| Q3 2026 | $240 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $240 | 19 | — | — |
| Q1 2026 | $365 | 22 | — | — |
Other funds holding FOA
$89.8M
$74.4M
$71.6M
$67.9M
$61.4M
$41.1M
$40.3M
$38.6M
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