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Avantax Advisory Services’s Federal Agricultural Mortgage AGM Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$703K Sell
3,619
-238
-6% -$43.7K ﹤0.01% 1380
2025
Q1 		$723K Buy
3,857
+382
+11% +$75K ﹤0.01% 1277
2024
Q4 		$684K Buy
3,475
+150
+5% +$29.8K ﹤0.01% 1250
2024
Q3 		$623K Buy
3,325
+277
+9% +$52.9K ﹤0.01% 1275
2024
Q2 		$551K Buy
+3,048
New +$550K ﹤0.01% 1296

Other funds holding AGM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Avantax Advisory Services's AGM Position: Q2 2025 in Review

Avantax Advisory Services reduced its Federal Agricultural Mortgage (AGM) stake by 6.2% in Q2 2025, selling an estimated $43.7K and leaving 3,619 shares worth $703K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

Avantax Advisory Services first reported a position in AGM in Q2 2024 and has held it in 5 quarters since. The position peaked at $723K in Q1 2025. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2025.

  • Avantax Advisory Services held 3,619 shares of Federal Agricultural Mortgage worth $703K as of Q2 2025.
  • Avantax Advisory Services sold 238 Federal Agricultural Mortgage shares in Q2 2025, an estimated $43.7K.
  • Federal Agricultural Mortgage made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1380 holding.
  • Avantax Advisory Services first reported a position in Federal Agricultural Mortgage in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Federal Agricultural Mortgage position peaked at $723K in Q1 2025.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.