SCHEDULE: Beach Point Capital Discloses 8.3% Stake in Finance of America

Beach Point Capital Management LP and Beach Point GP LLC have disclosed an 8.3% beneficial ownership stake in Finance of America Companies Inc. Class A Common Stock.

Summary

• Beach Point Capital Management LP and Beach Point GP LLC reported beneficial ownership of 789,399 shares of Finance of America Companies Inc. Class A Common Stock.
• This ownership represents 8.3% of the Class A Common Stock outstanding.
• The percentage of class is based on 9,495,486 shares of Class A Common Stock outstanding as of December 10, 2025.
• The reporting persons, Beach Point Capital and Beach Point GP, hold these shares on behalf of their clients, including Beach Point Securitized Credit Fund LP.
• Clients retain the right to receive dividends from, or the proceeds from the sale of, these securities.
• Beach Point Capital and Beach Point GP disclaim beneficial ownership of the reported securities.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event, as Schedule 13G filings are standard disclosures of passive institutional ownership and do not inherently signal positive or negative sentiment about the issuer's performance or future prospects.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are routine disclosures by institutional investors who acquire more than 5% of a company's stock, indicating passive investment intent. This filing signals Beach Point Capital's continued or new significant, but passive, interest in Finance of America Companies Inc., a financial services firm.

Stakeholder Impact

• Shareholders: Provides transparency regarding significant institutional ownership, potentially increasing market confidence due to institutional interest.

Key Dates

Keywords

Finance of America Companies Inc., FOA, Beach Point Capital Management, Beach Point GP, Schedule 13G, Beneficial Ownership, Class A Common Stock, Institutional Ownership, Investment Adviser