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

Other funds holding AGM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's AGM Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Federal Agricultural Mortgage (AGM) in Q1 2026, closing a stake of 76 shares — an estimated $13.3K sold.

Annis Gardner Whiting Capital Advisors first reported a position in AGM in Q1 2024 and held it in 8 quarters. The position peaked at $19.1K in Q4 2024. 232 funds tracked by Wall St. Rank hold AGM as of Q1 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Federal Agricultural Mortgage position as of Q1 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 76 Federal Agricultural Mortgage shares in Q1 2026, an estimated $13.3K.
Annis Gardner Whiting Capital Advisors first reported a position in Federal Agricultural Mortgage in Q1 2024 and held it in 8 quarters.
Annis Gardner Whiting Capital Advisors's Federal Agricultural Mortgage position peaked at $19.1K in Q4 2024.
232 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.