CITIZENS FINANCIAL GROUP INC/RI FOA — FINANCE OF AMERICA COMPAN

Ownership history in CITIZENS FINANCIAL GROUP INC/RI  ·  5 quarters on record

AI Ownership Summary

CITIZENS FINANCIAL GROUP INC/RI reported FINANCE OF AMERICA COMPAN (FOA) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows FOA at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FOA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITIZENS FINANCIAL GROUP INC/RI's position in FINANCE OF AMERICA COMPAN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FOA was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FOA stock page CITIZENS FINANCIAL GROUP INC/RI fund profile CITIZENS FINANCIAL GROUP INC/RI full holdings
How CITIZENS FINANCIAL GROUP INC/RI held FOA — position size vs. price
% of Fund (quarterly)    FOA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 12.3% -31.4% ✅ 25,000 -3,500 -12.3% 0.01% $605K 2026-01-30 $23.29
2025 Q3 ADDED — — — 28,500 +1,500 +5.6% 0.01% $639K 2025-10-24 $22.62
2025 Q2 ADDED — — — 27,000 +3,000 +12.5% 0.01% $630K 2025-08-08 $24.61
2025 Q1 ADDED — — — 24,000 +4,000 +20.0% 0.01% $510K 2025-05-09 $21.40
2024 Q4 INITIATED — — — 20,000 — — 0.01% $562K 2025-02-07 $24.48

🏢 Other funds also holding FOA

As of 2026 Q1 — sorted by position size

Beach Point Capital Management LP 3Y 7Y 6.06% COOPERMAN LEON G 3Y 7Y 0.7% BRIGADE CAPITAL MANAGEMENT, LP 3Y 7Y 0.32% Corient IA LLC 0.12% PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.09% RBF Capital, LLC 3Y 7Y 0.08% Purpose Unlimited Inc. 0.08% Caption Management, LLC 3Y 7Y 0.02% EverSource Wealth Advisors, LLC 3Y 0.01% JACOBS LEVY EQUITY MANAGEMENT, INC 3Y 7Y 0.0%

FAQ About CITIZENS FINANCIAL GROUP INC/RI and FOA

These are the practical questions this page is built to answer before you even open the full history table.

How long has CITIZENS FINANCIAL GROUP INC/RI reported owning FOA?

CITIZENS FINANCIAL GROUP INC/RI reported FOA across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported FOA position in CITIZENS FINANCIAL GROUP INC/RI's portfolio?

The largest reported portfolio weight for FOA was 0.01% in 2024 Q4.

What is the latest reported FOA position on this page?

The most recent filing on this page is 2025 Q4, when CITIZENS FINANCIAL GROUP INC/RI reported 25,000 shares, equal to 0.01% of portfolio, with an estimated market value of $605K.

What does the chart on this FOA ownership page compare?

The chart compares CITIZENS FINANCIAL GROUP INC/RI's quarterly FOA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CITIZENS FINANCIAL GROUP INC/RI time their FOA position?

Based on 13F filing dates vs. subsequent FOA price moves, CITIZENS FINANCIAL GROUP INC/RI correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on FOA relative to SPY over the holding period was -18.7%.

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