AssetMark Inc
AGM icon

AssetMark Inc’s Federal Agricultural Mortgage AGM Stock Holding History

AssetMark Inc’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 		$5.38K Hold
27
– – ﹤0.01% 2658
2026
Q1 		$4K Sell
27
-8
-23% -$1.31K ﹤0.01% 2652
2025
Q4 		$6.14K Hold
35
– – ﹤0.01% 2396
2025
Q3 		$5.88K Buy
35
+18
+106% +$3.37K ﹤0.01% 2293
2025
Q2 		$3.3K Buy
+17
New +$3.12K ﹤0.01% 2263
2021
Q2 		– Sell
-37
Closed -$4K – 1311
2021
Q1 		$4K Buy
37
+2
+6% +$173 ﹤0.01% 1036
2020
Q4 		$3K Hold
35
– – ﹤0.01% 1092
2020
Q3 		$2K Buy
35
+2
+6% +$129 ﹤0.01% 1087
2020
Q2 		$2K Hold
33
– – ﹤0.01% 1059
2020
Q1 		$2K Sell
33
-20
-38% -$1.42K ﹤0.01% 1155
2019
Q4 		$4K Buy
53
+1
+2% +$83 ﹤0.01% 1126
2019
Q3 		$4K Buy
52
+23
+79% +$1.81K ﹤0.01% 1063
2019
Q2 		$2K Buy
29
+2
+7% +$147 ﹤0.01% 1133
2019
Q1 		$2K Sell
27
-36
-57% -$2.63K ﹤0.01% 1148
2018
Q4 		$4K Sell
63
-26
-29% -$1.73K ﹤0.01% 1110
2018
Q3 		$6K Sell
89
-10
-10% -$848 ﹤0.01% 1125
2018
Q2 		$9K Sell
99
-4
-4% -$359 ﹤0.01% 1055
2018
Q1 		$9K Buy
103
+12
+13% +$973 ﹤0.01% 1055
2017
Q4 		$7K Buy
91
+31
+52% +$2.3K ﹤0.01% 1174
2017
Q3 		$4K Buy
+60
New +$4.05K ﹤0.01% 1163
2017
Q2 		– Sell
-22
Closed -$1K – 1367
2017
Q1 		$1K Buy
+22
New +$1.27K ﹤0.01% 1183

Other funds holding AGM

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
WRM
Weybosset Research & Management Province, Rhode Island $381M AUM 42.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PIM
Pullen Investment Management Bradenton, Florida $216M AUM 32.94% 1-Year Est. Return
VIM
VELA Investment Management New Albany, Ohio $468M AUM 18.47% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

AssetMark Inc's AGM Position: Q2 2026 in Review

AssetMark Inc held its Federal Agricultural Mortgage (AGM) position steady in Q2 2026 at 27 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #2658.

AssetMark Inc first reported a position in AGM in Q1 2017 and has held it in 21 quarters since. The position peaked at $9K in Q2 2018. 74 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • AssetMark Inc held 27 shares of Federal Agricultural Mortgage worth $5.38K as of Q2 2026.
  • AssetMark Inc left its Federal Agricultural Mortgage share count unchanged in Q2 2026.
  • Federal Agricultural Mortgage made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2658 holding.
  • AssetMark Inc first reported a position in Federal Agricultural Mortgage in Q1 2017 and has held it in 21 quarters since.
  • AssetMark Inc's Federal Agricultural Mortgage position peaked at $9K in Q2 2018.
  • 74 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.