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Albion Financial Group’s Federal Agricultural Mortgage AGM Stock Holding History

Albion Financial Group’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 		$1.59K Sell
8
-9
-53% -$1.58K ﹤0.01% 563
2026
Q1 		$2.52K Buy
17
+9
+113% +$1.47K ﹤0.01% 547
2025
Q4 		$1.41K Hold
8
– – ﹤0.01% 571
2025
Q3 		$1.34K Hold
8
– – ﹤0.01% 564
2025
Q2 		$1.55K Hold
8
– – ﹤0.01% 493
2025
Q1 		$1.5K Hold
8
– – ﹤0.01% 503
2024
Q4 		$1.58K Hold
8
– – ﹤0.01% 569
2024
Q3 		$1.5K Hold
8
– – ﹤0.01% 444
2024
Q2 		$1.45K Hold
8
– – ﹤0.01% 449
2024
Q1 		$1.58K Buy
+8
New +$1.49K ﹤0.01% 427
2022
Q3 		– Sell
-6
Closed -$1K – 437
2022
Q2 		$1K Hold
6
– – ﹤0.01% 436
2022
Q1 		$1K Sell
6
-6
-50% -$734 ﹤0.01% 500
2021
Q4 		$1K Buy
+12
New +$1.48K ﹤0.01% 559

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

Albion Financial Group's AGM Position: Q2 2026 in Review

Albion Financial Group reduced its Federal Agricultural Mortgage (AGM) stake by 53% in Q2 2026, selling an estimated $1.58K and leaving 8 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Albion Financial Group first reported a position in AGM in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.52K in Q1 2026. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Albion Financial Group held 8 shares of Federal Agricultural Mortgage worth $1.59K as of Q2 2026.
  • Albion Financial Group sold 9 Federal Agricultural Mortgage shares in Q2 2026, an estimated $1.58K.
  • Federal Agricultural Mortgage made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #563 holding.
  • Albion Financial Group first reported a position in Federal Agricultural Mortgage in Q4 2021 and has held it in 13 quarters since.
  • Albion Financial Group's Federal Agricultural Mortgage position peaked at $2.52K in Q1 2026.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.