David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Federal Natl. Mortgage Assn. (FNMA)
← All FNMA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2005   Q3 0 0.00 Sell 100.00% 0.56 $41.34–60.21 · VW $48.79i SEC
2005   Q2 170,601 0.56 Reduce 20.87% 0.13 $49.75–61.66 · VW $56.60i $9,963,000 SEC
2005   Q1 215,606 0.63 Add 57.37% 0.23 $53.72–71.70 · VW $59.96i $11,740,000 SEC
2004   Q4 137,004 0.72 Reduce 1.22% <0.01 $62.95–73.81 · VW $69.32i $9,756,000 SEC
2004   Q3 138,694 0.72 Add 44.34% 0.22 $63.00–77.80 · VW $68.07i $8,793,000 SEC
2004   Q2 96,090 0.55 Add 41.27% 0.16 $65.89–75.47 · VW $70.91i $6,857,000 SEC
2004   Q1 68,020 0.41 Add 13.83% 0.05 $70.75–80.82 · VW $75.31i $5,057,000 SEC
2003   Q4 59,755 0.50 Add 51.63% 0.17 $68.47–75.95 · VW $73.16i $4,485,000 SEC
2003   Q3 39,408 0.38 Add 221.38% 0.26 $60.11–72.07 · VW $67.46i $2,766,000 SEC
2003   Q2 12,262 0.13 Reduce 1.88% <0.01 $65.30–75.84 · VW $69.53i $827,000 SEC
2003   Q1 12,497 0.16 Reduce 91.88% 1.44 $58.40–70.40 · VW $64.72i $817,000 SEC
2002   Q4 153,833 1.57 Reduce 1.21% 0.02 $61.45–72.12 · VW $65.97i $9,896,000 SEC
2002   Q3 155,719 1.95 Reduce 7.84% 0.17 $58.85–77.55 · VW $65.31i $9,272,000 SEC
2002   Q2 168,963 2.14 Reduce 8.73% 0.20 $72.00–84.10 · VW $76.62i $12,461,000 SEC
2002   Q1 185,133 2.30 Add 2.12% 0.05 $75.08–83.75 · VW $79.57i $14,788,000 SEC
2001   Q4 181,293 2.36 Add 60.20% 0.89 $75.19–85.14 · VW $79.94i $14,413,000 SEC
2001   Q3 113,168 1.78 Reduce 17.76% 0.38 $73.71–87.10 · VW $80.29i $9,060,000 SEC
2001   Q2 137,605 2.13 Reduce 10.67% 0.25 $74.00–87.87 · VW $82.30i $11,701,000 SEC
2001   Q1 154,048 2.36 Add 0.41% <0.01 $72.08–87.94 · VW $79.87i $12,262,000 SEC
2000   Q4 153,423 2.61 Add 16.06% 0.36 $66.13–89.38 · VW $80.75i $13,309,000 SEC
2000   Q3 132,198 2.27 Add 1412.04% 2.12 $48.13–72.88 · VW $64.17i $9,452,000 SEC
2000   Q2 8,743 0.18 Reduce 17.85% 0.04 $51.25–65.63 · VW $56.35i $456,000 SEC
2000   Q1 10,643 0.23 Reduce 28.10% 0.08 $47.88–64.88 · VW $56.44i $602,000 SEC
1999   Q4 14,803 0.30 Add 4.96% 0.01 $59.94–73.25 · VW $65.21i $924,000 SEC
1999   Q3 14,103 0.33 Reduce 2.08% <0.01 $58.56–71.63 · VW $64.29i $884,000 SEC
1999   Q2 14,403 0.34 Reduce 25.58% 0.14 $62.44–73.81 · VW $68.17i $983,000 SEC
1999   Q1 19,353 0.54 $69.24 $1,340,000 SEC