AF
AGM icon

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
Q2 		$39.1K Buy
196
+11
+6% +$1.93K ﹤0.01% 2694
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
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

Allworth Financial's AGM Position: Q2 2026 in Review

Allworth Financial increased its Federal Agricultural Mortgage (AGM) stake by 5.9% in Q2 2026, buying an estimated $1.93K and bringing the position to 196 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2694.

Allworth Financial first reported a position in AGM in Q3 2022 and has held it in 16 quarters since. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Allworth Financial held 196 shares of Federal Agricultural Mortgage worth $39.1K as of Q2 2026.
  • Allworth Financial bought 11 Federal Agricultural Mortgage shares in Q2 2026, an estimated $1.93K.
  • Federal Agricultural Mortgage made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2694 holding.
  • Allworth Financial first reported a position in Federal Agricultural Mortgage in Q3 2022 and has held it in 16 quarters since.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.