CFG
FNM

Carter Financial Group’s FANNIE MAE FNM Stock Holding History

Carter Financial Group’s Portfolio FNM Stock Details FNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,500
Closed -$100K – 130
2025
Q2 		$100K Buy
+10,500
New +$100K 0.07% 110
2022
Q1 		$8K Buy
+10,500
New +$8K 0.01% 60

Other funds holding FNM

PH
Pinnacle Holdings Tulsa, Oklahoma $324M AUM 26.47% 1-Year Est. Return
RCM
RNC Capital Management Los Angeles, California $2.43B AUM 28.59% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
TF
Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
MFFIA
McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts $167M AUM 76.16% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Carter Financial Group's FNM Position: Q3 2025 in Review

Carter Financial Group sold out of FANNIE MAE (FNM) in Q3 2025, closing a stake of 10,500 shares — an estimated $100K sold.

Carter Financial Group first reported a position in FNM in Q1 2022 and held it in 2 quarters. The position peaked at $100K in Q2 2025. 15 funds tracked by Wall St. Rank hold FNM as of Q3 2025.

  • Carter Financial Group reported no remaining FANNIE MAE position as of Q3 2025 after selling out during the quarter.
  • Carter Financial Group sold 10,500 FANNIE MAE shares in Q3 2025, an estimated $100K.
  • Carter Financial Group first reported a position in FANNIE MAE in Q1 2022 and held it in 2 quarters.
  • Carter Financial Group's FANNIE MAE position peaked at $100K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held FANNIE MAE as of Q3 2025.

Based on Carter Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.