IFG
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Independent Financial Group’s Armour Residential REIT ARR Stock Holding History

Independent Financial Group’s Portfolio ARR Stock Details ARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.3M Buy
94,201
+2,662
+3% +$42.9K 0.02% 596
2026
Q2 		$1.6M Buy
91,539
+2,142
+2% +$36.9K 0.03% 518
2026
Q1 		$1.49M Buy
89,397
+37,015
+71% +$654K 0.03% 493
2025
Q4 		$927K Sell
52,382
-29
-0.1% -$481 0.02% 647
2025
Q3 		$783K Buy
+52,411
New +$823K 0.02% 682
2023
Q4 		– Sell
-53,125
Closed -$1.13M – 956
2023
Q3 		$1.13M Buy
53,125
+2,546
+5% +$62.6K 0.07% 287
2023
Q2 		$1.35M Buy
50,579
+1,587
+3% +$40.4K 0.09% 241
2023
Q1 		$1.29M Buy
48,992
+1,631
+3% +$46.1K 0.1% 228
2022
Q4 		$1.33M Buy
47,361
+1,292
+3% +$35.3K 0.11% 183
2022
Q3 		$1.12M Buy
46,069
+554
+1% +$19.4K 0.1% 200
2022
Q2 		$1.6M Buy
45,515
+4,256
+10% +$158K 0.17% 145
2022
Q1 		$1.73M Buy
41,259
+1,819
+5% +$81.1K 0.14% 147
2021
Q4 		$1.93M Buy
39,440
+1,912
+5% +$98.9K 0.16% 133
2021
Q3 		$2.02M Buy
37,528
+985
+3% +$53.2K 0.21% 105
2021
Q2 		$2.09M Buy
36,543
+5,951
+19% +$357K 0.22% 104
2021
Q1 		$1.87M Buy
30,592
+8,275
+37% +$485K 0.24% 103
2020
Q4 		$1.2M Buy
22,317
+8,198
+58% +$422K 0.18% 146
2020
Q3 		$671K Buy
14,119
+2,021
+17% +$96.4K 0.13% 183
2020
Q2 		$568K Buy
12,098
+2,279
+23% +$95.5K 0.12% 200
2020
Q1 		$433K Buy
+9,819
New +$839K 0.13% 193

Other funds holding ARR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Independent Financial Group's ARR Position: Q3 2026 in Review

Independent Financial Group increased its Armour Residential REIT (ARR) stake by 2.9% in Q3 2026, buying an estimated $42.9K and bringing the position to 94,201 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #596.

Independent Financial Group first reported a position in ARR in Q1 2020 and has held it in 20 quarters since. The position peaked at $2.09M in Q2 2021. 10 funds tracked by Wall St. Rank hold ARR as of Q3 2026.

  • Independent Financial Group held 94,201 shares of Armour Residential REIT worth $1.3M as of Q3 2026.
  • Independent Financial Group bought 2,662 Armour Residential REIT shares in Q3 2026, an estimated $42.9K.
  • Armour Residential REIT made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #596 holding.
  • Independent Financial Group first reported a position in Armour Residential REIT in Q1 2020 and has held it in 20 quarters since.
  • Independent Financial Group's Armour Residential REIT position peaked at $2.09M in Q2 2021.
  • 10 funds tracked by Wall St. Rank held Armour Residential REIT as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.