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
Q2 		$19.9K Sell
3,050
-700
-19% -$4.56K 0.01% 288
2026
Q1 		$30.2K Buy
+3,750
New +$30.2K 0.02% 224

Other funds holding FNM

M2MC
Matthew 25 Management Corp Ambler, Pennsylvania $345M AUM 31.27% 1-Year Est. Return
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
RCM
Ratan Capital Management Miami Beach, Florida $310M AUM 137% 1-Year Est. Return
ILCM
Ivy Lane Capital Management Winter Park, Florida $69M AUM 26.35% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $567M AUM 0.34% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $914M AUM
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return

Mark Sheptoff Financial Planning's FNM Position: Q2 2026 in Review

Mark Sheptoff Financial Planning reduced its FANNIE MAE (FNM) stake by 19% in Q2 2026, selling an estimated $4.56K and leaving 3,050 shares worth $19.9K. The position accounts for 0.01% of the portfolio, ranked #288.

Mark Sheptoff Financial Planning first reported a position in FNM in Q1 2026 and has held it in 2 quarters since. The position peaked at $30.2K in Q1 2026. 25 funds tracked by Wall St. Rank hold FNM as of Q2 2026.

  • Mark Sheptoff Financial Planning held 3,050 shares of FANNIE MAE worth $19.9K as of Q2 2026.
  • Mark Sheptoff Financial Planning sold 700 FANNIE MAE shares in Q2 2026, an estimated $4.56K.
  • FANNIE MAE made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #288 holding.
  • Mark Sheptoff Financial Planning first reported a position in FANNIE MAE in Q1 2026 and has held it in 2 quarters since.
  • Mark Sheptoff Financial Planning's FANNIE MAE position peaked at $30.2K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held FANNIE MAE as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.