KWA
FNM

Kingswood Wealth Advisors’s FANNIE MAE FNM Stock Holding History

Kingswood Wealth Advisors’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
Q4 		– Sell
-10,003
Closed -$121K – 923
2025
Q3 		$121K Buy
+10,003
New +$121K 0.01% 779
2025
Q2 		– Sell
-13,620
Closed -$88.5K – 802
2025
Q1 		$88.5K Sell
13,620
-3,620
-21% -$23.5K 0.01% 710
2024
Q4 		$56.5K Buy
+17,240
New +$56.5K ﹤0.01% 771

Other funds holding FNM

PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
RCM
RNC Capital Management Los Angeles, California $2.43B AUM 28.59% 1-Year Est. Return
BPMC
Buckland Partners Management Co Harrison, New York $204M AUM
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
MFFIA
McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts $176M AUM 42.57% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return

Kingswood Wealth Advisors's FNM Position: Q4 2025 in Review

Kingswood Wealth Advisors sold out of FANNIE MAE (FNM) in Q4 2025, closing a stake of 10,003 shares — an estimated $121K sold.

Kingswood Wealth Advisors first reported a position in FNM in Q4 2024 and held it in 3 quarters. The position peaked at $121K in Q3 2025. 19 funds tracked by Wall St. Rank hold FNM as of Q4 2025.

  • Kingswood Wealth Advisors reported no remaining FANNIE MAE position as of Q4 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 10,003 FANNIE MAE shares in Q4 2025, an estimated $121K.
  • Kingswood Wealth Advisors first reported a position in FANNIE MAE in Q4 2024 and held it in 3 quarters.
  • Kingswood Wealth Advisors's FANNIE MAE position peaked at $121K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held FANNIE MAE as of Q4 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.