FNMA — FEDERAL NATL MTG ASSN

Ownership history in ORG Wealth Partners, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which ORG Wealth Partners, LLC reported a position in FEDERAL NATL MTG ASSN (FNMA). 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.

Peak position
0.05% (2025 Q1)
Avg. % of fund
0.04%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 8,038 -17,168 -68.1% 0.02% $86K $10.73
2025 Q1 INITIATED 25,206 — — 0.05% $166K $6.32
% of Fund (quarterly)    FNMA price (monthly, adj. close)

Other funds also holding FNMA

As of 2025 Q4 — sorted by position size

Pinnacle Holdings, LLC 3Y 7Y 0.41% MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 3Y 7Y 0.09% RNC CAPITAL MANAGEMENT LLC 3Y 7Y 0.04% ATLAS CAPITAL ADVISORS INC. 3Y 7Y 0.04% Matthew 25 Management Corp 3Y 7Y 0.03% FNY Investment Advisers, LLC 3Y 7Y 0.02% KELLEHER FINANCIAL ADVISORS 3Y 7Y 0.01% HighPoint Advisor Group LLC 3Y 7Y 0.01% Oakworth Capital, Inc. 3Y 7Y 0.01% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.0%
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