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AF
Allworth Financial’s
Federal Agricultural Mortgage
AGM
Stock Holding History
Allworth 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
Q1
$27.4K
Hold
185
–
–
﹤0.01%
2767
2025
Q4
$32.5K
Buy
185
+160
+640%
+$26.9K
﹤0.01%
2495
2025
Q3
$4.2K
Sell
25
-104
-81%
-$19.5K
﹤0.01%
3652
2025
Q2
$25.1K
Buy
129
+128
+12,800%
+$23.5K
﹤0.01%
2382
2025
Q1
$177
Hold
1
–
–
﹤0.01%
3897
2024
Q4
$197
Sell
1
-47
-98%
-$9.32K
﹤0.01%
3790
2024
Q3
$9K
Hold
48
–
–
﹤0.01%
2313
2024
Q2
$10.1K
Buy
48
+47
+4,700%
+$8.48K
﹤0.01%
2216
2024
Q1
$197
Hold
1
–
–
﹤0.01%
3449
2023
Q4
$192
Hold
1
–
–
﹤0.01%
3288
2023
Q3
$155
Hold
1
–
–
﹤0.01%
3259
2023
Q2
$144
Hold
1
–
–
﹤0.01%
3145
2023
Q1
$134
Hold
1
–
–
﹤0.01%
3073
2022
Q4
$113
Hold
1
–
–
﹤0.01%
2914
2022
Q3
$0
Buy
+1
New
+$106
﹤0.01%
2618
Other funds holding AGM
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Thrivent Financial for Lutherans
Minneapolis, Minnesota
$52.5B AUM
27.12%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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