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

Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

RNC Capital Management Los Angeles, California $2.2B AUM 22.93% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Talbot Financial Bellevue, Washington $1.19B AUM 24.19% 1-Year Est. Return

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts $176M AUM 42.57% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return