UMA Financial Services »

First National Corporation shares owned by UMA Financial Services

Quarter-by-quarter ownership of First National Corporation (FXNC) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in First National Corporation

Tip: Access up to 7 years of quarterly data

All positions including First National Corporation held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First National Corporation by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $510 17 30.06

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard World Mega Cap Index (MGC)

View all positions for UMA Financial Services

Top funds holding First National Corporation

BlackRock
Vanguard Capital Management
Petiole USA
Acadian Asset Management
Siena Capital Management
Cutler Capital Management
Geode Capital Management
De Lisle Partners
State Street Corporation
American Century Companies
Citadel Advisors
Dimensional Fund Advisors
Goldman Sachs Group
Qube Research & Technologies
SG Americas Securities

View all funds holding First National Corporation