Avantax Planning Partners’s Federal Agricultural Mortgage AGM Stock Holding History

Avantax Planning 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 Q2	$247K	Buy	+1,238	New	+$217K	0.01%	403
2026 Q1	–	Sell	-1,238	Closed	-$217K	–	436
2025 Q4	$217K	Hold	1,238	–	–	0.01%	407
2025 Q3	$208K	Hold	1,238	–	–	0.01%	416
2025 Q2	$241K	Hold	1,238	–	–	0.01%	400
2025 Q1	$232K	Hold	1,238	–	–	0.01%	382
2024 Q4	$244K	Hold	1,238	–	–	0.01%	374
2024 Q3	$232K	Hold	1,238	–	–	0.01%	392
2024 Q2	$224K	Hold	1,238	–	–	0.01%	419
2024 Q1	$244K	Hold	1,238	–	–	0.01%	405
2023 Q4	$237K	Buy	+1,238	New	+$201K	0.01%	332

Other funds holding AGM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Avantax Planning Partners's AGM Position: Q2 2026 in Review

Avantax Planning Partners opened a new position in Federal Agricultural Mortgage (AGM) in Q2 2026: 1,238 shares worth $247K. The stake represents 0.01% of the portfolio and ranks #403 among its holdings. This is a return to the name: Avantax Planning Partners previously reported a position in AGM as recently as Q4 2025.

Avantax Planning Partners first reported a position in AGM in Q4 2023 and has held it in 10 quarters since. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

Avantax Planning Partners held 1,238 shares of Federal Agricultural Mortgage worth $247K as of Q2 2026.
Federal Agricultural Mortgage was a new Avantax Planning Partners position in Q2 2026.
Federal Agricultural Mortgage made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #403 holding.
Avantax Planning Partners first reported a position in Federal Agricultural Mortgage in Q4 2023 and has held it in 10 quarters since.
255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.