Ascentis Wealth Management, LLC
Position in FNMA — Federal National Mortgage Association Fannie Mae
CIK 2032602
DALLAS, TX
Position in FNMA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$189,713
+$103,466 QoQ
Shares Held
29,142
+262.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#10
of 26 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FNMA Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Ascentis Wealth Management, LLC holds $386,722 across 3 Mortgage Finance names. FNMA ranks #2 (49.1% of the industry book) .
All Filings in FNMA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189,713 | 29,142 | Shares | Sole | 2026-07-30 | |
| 2025-12-31 | $86,247 | 8,038 | Shares | Sole | 2026-01-14 | |
| 2025-03-31 | $159,301 | 25,206 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||