AI
AGM icon

Atria Investments’s Federal Agricultural Mortgage AGM Stock Holding History

Atria Investments’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 		$251K Buy
1,691
+107
+7% +$17.5K ﹤0.01% 1861
2025
Q4 		$278K Buy
1,584
+152
+11% +$25.6K ﹤0.01% 1776
2025
Q3 		$241K Sell
1,432
-182
-11% -$34.1K ﹤0.01% 1846
2025
Q2 		$314K Sell
1,614
-8,987
-85% -$1.65M ﹤0.01% 1690
2025
Q1 		$1.99M Buy
10,601
+1,023
+11% +$201K 0.03% 709
2024
Q4 		$1.89M Buy
9,578
+843
+10% +$167K 0.02% 699
2024
Q3 		$1.64M Buy
8,735
+57
+0.7% +$10.9K 0.02% 741
2024
Q2 		$1.57M Buy
8,678
+571
+7% +$103K 0.02% 737
2024
Q1 		$1.6M Sell
8,107
-568
-7% -$106K 0.02% 748
2023
Q4 		$1.66M Sell
8,675
-567
-6% -$92.2K 0.03% 667
2023
Q3 		$1.43M Sell
9,242
-196
-2% -$31.7K 0.03% 700
2023
Q2 		$1.36M Sell
9,438
-1,316
-12% -$180K 0.02% 711
2023
Q1 		$1.43M Sell
10,754
-179
-2% -$23.5K 0.03% 667
2022
Q4 		$1.23M Sell
10,933
-742
-6% -$85.4K 0.03% 679
2022
Q3 		$1.16M Buy
11,675
+279
+2% +$29.6K 0.03% 674
2022
Q2 		$1.11M Buy
+11,396
New +$1.17M 0.02% 711
2020
Q1 		– Sell
-3,479
Closed -$290K – 591
2019
Q4 		$290K Buy
+3,479
New +$289K 0.01% 988

Other funds holding AGM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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

Atria Investments's AGM Position: Q1 2026 in Review

Atria Investments increased its Federal Agricultural Mortgage (AGM) stake by 6.8% in Q1 2026, buying an estimated $17.5K and bringing the position to 1,691 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

Atria Investments first reported a position in AGM in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.99M in Q1 2025. 232 funds tracked by Wall St. Rank hold AGM as of Q1 2026.

  • Atria Investments held 1,691 shares of Federal Agricultural Mortgage worth $251K as of Q1 2026.
  • Atria Investments bought 107 Federal Agricultural Mortgage shares in Q1 2026, an estimated $17.5K.
  • Federal Agricultural Mortgage made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1861 holding.
  • Atria Investments first reported a position in Federal Agricultural Mortgage in Q4 2019 and has held it in 17 quarters since.
  • Atria Investments's Federal Agricultural Mortgage position peaked at $1.99M in Q1 2025.
  • 232 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.