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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
Q2 		$278K Sell
1,395
-296
-18% -$51.9K ﹤0.01% 1905
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 $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Atria Investments's AGM Position: Q2 2026 in Review

Atria Investments reduced its Federal Agricultural Mortgage (AGM) stake by 18% in Q2 2026, selling an estimated $51.9K and leaving 1,395 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #1905.

Atria Investments first reported a position in AGM in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.99M in Q1 2025. 256 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Atria Investments held 1,395 shares of Federal Agricultural Mortgage worth $278K as of Q2 2026.
  • Atria Investments sold 296 Federal Agricultural Mortgage shares in Q2 2026, an estimated $51.9K.
  • Federal Agricultural Mortgage made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1905 holding.
  • Atria Investments first reported a position in Federal Agricultural Mortgage in Q4 2019 and has held it in 18 quarters since.
  • Atria Investments's Federal Agricultural Mortgage position peaked at $1.99M in Q1 2025.
  • 256 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.