Family Office Of America (FOFA) Retained Earnings (2021 - 2026)
Family Office Of America's (FOFA) quarterly Retained Earnings came in at $5.9 million in Q2 2026, up 11.31% year-over-year from $5.3 million in Q2 2025, and up 2.74% quarter-over-quarter from $5.7 million in Q1 2026.
Analysis
Family Office Of America (FOFA) Retained Earnings (2021 - 2026) Analysis & Trends
Family Office Of America has disclosed Retained Earnings across 6 years of filings, most recently posting $5.9 million for Q2 2026.
- In Q2 2026, Retained Earnings rose 11.31% year-over-year to $5.9 million; the TTM figure through Jun 2026 stood at $5.9 million (up 11.31% YoY), while the FY2025 annual figure was $5.7 million, up 224.88% from the prior year.
- Retained Earnings came in at $5.9 million for Q2 2026 at Family Office Of America, up from $5.7 million in the prior quarter.
- In the past five years, Retained Earnings ranged from a high of $5.9 million in Q2 2026 to a low of -$4.5 million in Q4 2024.
- Average Retained Earnings over 5 years is $3.2 million, with a median of $4.5 million recorded in 2024.
- Year-over-year, Retained Earnings sank 215.35% in 2023 and surged 224.88% in 2025.
- Over 5 years, Retained Earnings stood at $3.8 million in 2022, then slumped by 215.35% to -$4.4 million in 2023, then declined by 2.27% to -$4.5 million in 2024, then surged by 224.88% to $5.7 million in 2025, then rose by 3.42% to $5.9 million in 2026.
- Per Business Quant data, the three most recent Retained Earnings figures were $5.9 million in Q2 2026, $5.7 million in Q1 2026, and $5.7 million in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 166.84 Bn | 152.97 Bn | - | 40.21 Bn |
| 2 | Spdr Gold Trust | 146.01 Bn | -412.00 Bn | - | - |
| 3 | Ishares Gold Trust | 30.54 Bn | -29.57 Bn | - | - |
| 4 | World Gold Trust | 29.53 Bn | -73.54 Bn | - | - |
| 5 | Principal Financial | 24.58 Bn | -28.39 Bn | 1.91 Bn | 18.54 Bn |
| 6 | iShares Silver Trust | 22.65 Bn | -5.56 Bn | - | - |
| 7 | Franklin Resources | 17.60 Bn | 13.88 Bn | - | 11.52 Bn |
| 8 | Invesco | 14.52 Bn | 13.60 Bn | 1.79 Bn | 6.27 Bn |
| 9 | Affiliated Managers | 9.42 Bn | 9.01 Bn | - | 7.91 Bn |
| 10 | Family Office Of America | 27.53 Mn | 26.90 Mn | 532,674.00 | 5.85 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 5.85 Mn |
| Mar 31, 2026 | 5.70 Mn |
| Dec 31, 2025 | 5.66 Mn |
| Sep 30, 2025 | 5.55 Mn |
| Jun 30, 2025 | 5.26 Mn |
| Mar 31, 2025 | 5.13 Mn |
| Dec 31, 2024 | -4.53 Mn |
| Sep 30, 2024 | -4.50 Mn |
| Jun 30, 2024 | 4.49 Mn |
| Mar 31, 2024 | 4.49 Mn |
| Dec 31, 2023 | -4.43 Mn |
| Sep 30, 2023 | 5.46 Mn |
| Jun 30, 2023 | 5.46 Mn |
| Mar 31, 2023 | 3.86 Mn |
| Dec 31, 2022 | 3.84 Mn |
| Sep 30, 2022 | 3.80 Mn |
| Jun 30, 2022 | 3.68 Mn |
| Dec 31, 2021 | 3.47 Mn |