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Advisornet Financial’s Federal Agricultural Mortgage AGM Stock Holding History

Advisornet Financial’s Portfolio AGM Stock Details AGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$195K Buy
980
+160
+20% +$28K 0.01% 660
2026
Q1 		$122K Sell
820
-210
-20% -$34.4K 0.01% 755
2025
Q4 		$181K Sell
1,030
-60
-6% -$10.1K 0.01% 630
2025
Q3 		$183K Buy
1,090
+150
+16% +$28.1K 0.01% 622
2025
Q2 		$183K Sell
940
-64
-6% -$11.7K 0.01% 595
2025
Q1 		$188K Sell
1,004
-10
-1% -$1.96K 0.01% 556
2024
Q4 		$200K Sell
1,014
-50
-5% -$9.92K 0.02% 514
2024
Q3 		$199K Buy
1,064
+60
+6% +$11.5K 0.01% 523
2024
Q2 		$182K Hold
1,004
– – 0.02% 499
2024
Q1 		$198K Buy
1,004
+44
+5% +$8.19K 0.02% 474
2023
Q4 		$184K Hold
960
– – 0.02% 486
2023
Q3 		$148K Hold
960
– – 0.01% 511
2023
Q2 		$138K Buy
960
+40
+4% +$5.49K 0.01% 563
2023
Q1 		$123K Sell
920
-170
-16% -$22.3K 0.01% 575
2022
Q4 		$123K Buy
1,090
+200
+22% +$23K 0.01% 577
2022
Q3 		$88K Sell
890
-240
-21% -$25.5K 0.01% 688
2022
Q2 		$110K Buy
1,130
+890
+371% +$91.5K 0.01% 641
2022
Q1 		$26K Sell
240
-100
-29% -$12.2K ﹤0.01% 1167
2021
Q4 		$42K Hold
340
– – ﹤0.01% 1068
2021
Q3 		$37K Hold
340
– – ﹤0.01% 1086
2021
Q2 		$34K Hold
340
– – ﹤0.01% 1095
2021
Q1 		$34K Sell
340
-140
-29% -$12.1K ﹤0.01% 1045
2020
Q4 		$36K Buy
480
+100
+26% +$6.96K ﹤0.01% 963
2020
Q3 		$24K Buy
+380
New +$24.6K ﹤0.01% 1051

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Advisornet Financial's AGM Position: Q2 2026 in Review

Advisornet Financial increased its Federal Agricultural Mortgage (AGM) stake by 20% in Q2 2026, buying an estimated $28K and bringing the position to 980 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #660.

Advisornet Financial first reported a position in AGM in Q3 2020 and has held it in 24 quarters since. The position peaked at $200K in Q4 2024. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Advisornet Financial held 980 shares of Federal Agricultural Mortgage worth $195K as of Q2 2026.
  • Advisornet Financial bought 160 Federal Agricultural Mortgage shares in Q2 2026, an estimated $28K.
  • Federal Agricultural Mortgage made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #660 holding.
  • Advisornet Financial first reported a position in Federal Agricultural Mortgage in Q3 2020 and has held it in 24 quarters since.
  • Advisornet Financial's Federal Agricultural Mortgage position peaked at $200K in Q4 2024.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.