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Annis Gardner Whiting Capital Advisors’s Federal Agricultural Mortgage AGM Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-76
Closed -$13.3K – 1332
2025
Q4 		$13.3K Buy
76
+15
+25% +$2.52K ﹤0.01% 721
2025
Q3 		$10.2K Hold
61
– – ﹤0.01% 703
2025
Q2 		$11.9K Hold
61
– – ﹤0.01% 678
2025
Q1 		$11.4K Sell
61
-36
-37% -$7.06K ﹤0.01% 529
2024
Q4 		$19.1K Hold
97
– – 0.01% 446
2024
Q3 		$18.2K Hold
97
– – 0.01% 474
2024
Q2 		$17.5K Hold
97
– – 0.01% 590
2024
Q1 		$19.1K Buy
+97
New +$18K 0.01% 559

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VCM
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Principal Financial Group
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Charles Schwab
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American Century Companies
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Wellington Management Group
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return