MSFP
FNM

Mark Sheptoff Financial Planning’s FANNIE MAE FNM Stock Holding History

Mark Sheptoff Financial Planning’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
2026
Q1 		$30.2K Buy
+3,750
New +$30.2K 0.02% 224

Other funds holding FNM

M2MC
Matthew 25 Management Corp Ambler, Pennsylvania $301M AUM 35.04% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return
ILCM
Ivy Lane Capital Management Winter Park, Florida $66.1M AUM 28.52% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
MFFIA
McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts $176M AUM 42.57% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
KFA
Kelleher Financial Advisors New York $395M AUM 12.89% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

Mark Sheptoff Financial Planning's FNM Position: Q1 2026 in Review

Mark Sheptoff Financial Planning opened a new position in FANNIE MAE (FNM) in Q1 2026: 3,750 shares worth $30.2K. The stake represents 0.02% of the portfolio and ranks #224 among its holdings.

18 funds tracked by Wall St. Rank hold FNM as of Q1 2026.

  • Mark Sheptoff Financial Planning held 3,750 shares of FANNIE MAE worth $30.2K as of Q1 2026.
  • FANNIE MAE was a new Mark Sheptoff Financial Planning position in Q1 2026.
  • FANNIE MAE made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #224 holding.
  • 18 funds tracked by Wall St. Rank held FANNIE MAE as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.