Ownership history in CapWealth Advisors, LLC · 36 quarters on record
This page tracks every 13F SEC filing in which CapWealth Advisors, LLC reported a position in FANNIE MAE 8.25% PFD SERIES S (FNMAS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 2,273,309 | +568,095 | +33.3% | 2.35% | $34.6M | $15.23 |
| 2021 Q4 | ADDED | 1,705,214 | +10,456 | +0.6% | 0.54% | $5.3M | $3.12 |
| 2021 Q3 | REDUCED | 1,694,758 | -1,139,985 | -40.2% | 0.48% | $4.4M | $2.60 |
| 2021 Q2 | REDUCED | 2,834,743 | -152,080 | -5.1% | 0.66% | $6.0M | $2.13 |