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AAP
Arax Advisory Partners’s
Federal Agricultural Mortgage
AGM
Stock Holding History
Arax Advisory Partners’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
$19.6K
Sell
132
-150
-53%
-$24.5K
﹤0.01%
2114
2025
Q4
$49.4K
Sell
282
-634
-69%
-$107K
﹤0.01%
1616
2025
Q3
$154K
Buy
916
+521
+132%
+$97.6K
﹤0.01%
1364
2025
Q2
$76.8K
Buy
395
+149
+61%
+$27.3K
﹤0.01%
1055
2025
Q1
$46.1K
Sell
246
-61
-20%
-$12K
﹤0.01%
977
2024
Q4
$60.4K
Buy
307
+8
+3%
+$1.59K
﹤0.01%
843
2024
Q3
$56.1K
Sell
299
-2
-0.7%
-$382
0.01%
675
2024
Q2
$54.5K
Buy
301
+38
+14%
+$6.86K
0.01%
626
2024
Q1
$51.8K
Hold
263
–
–
0.01%
491
2023
Q4
$50.3K
Buy
263
+198
+305%
+$32.2K
0.01%
476
2023
Q3
$9.99K
Sell
65
-6
-8%
-$971
﹤0.01%
722
2023
Q2
$10.1K
Buy
71
+14
+25%
+$1.92K
﹤0.01%
703
2023
Q1
$7.64K
Buy
57
+6
+12%
+$788
﹤0.01%
744
2022
Q4
$5.76K
Sell
51
-8
-14%
-$920
﹤0.01%
753
2022
Q3
$6K
Hold
59
–
–
﹤0.01%
734
2022
Q2
$6K
Sell
59
-9
-13%
-$925
﹤0.01%
719
2022
Q1
$7K
Sell
68
-3
-4%
-$367
﹤0.01%
697
2021
Q4
$9K
Hold
71
–
–
﹤0.01%
671
2021
Q3
$8K
Buy
71
+1
+1%
+$99
﹤0.01%
673
2021
Q2
$7K
Buy
+70
New
+$7.1K
﹤0.01%
697
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27.12%
1-Year Est. Return
VCM
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Dimensional Fund Advisors
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30.42%
1-Year Est. Return
Principal Financial Group
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$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
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$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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