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Balboa Wealth Partners’s Federal Agricultural Mortgage AGM Stock Holding History

Balboa Wealth 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 		$568K Hold
2,850
– – 0.08% 213
2026
Q1 		$423K Hold
2,850
– – 0.07% 233
2025
Q4 		$500K Sell
2,850
-550
-16% -$92.5K 0.08% 195
2025
Q3 		$571K Hold
3,400
– – 0.1% 169
2025
Q2 		$661K Sell
3,400
-425
-11% -$78K 0.13% 129
2025
Q1 		$717K Buy
3,825
+150
+4% +$29.4K 0.17% 101
2024
Q4 		$724K Sell
3,675
-200
-5% -$39.7K 0.17% 104
2024
Q3 		$726K Hold
3,875
– – 0.18% 106
2024
Q2 		$701K Buy
3,875
+150
+4% +$27.1K 0.19% 99
2024
Q1 		$733K Buy
3,725
+425
+13% +$79.1K 0.22% 84
2023
Q4 		$631K Buy
3,300
+1,100
+50% +$179K 0.21% 93
2023
Q3 		$339K Buy
+2,200
New +$356K 0.13% 133

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

Balboa Wealth Partners's AGM Position: Q2 2026 in Review

Balboa Wealth Partners held its Federal Agricultural Mortgage (AGM) position steady in Q2 2026 at 2,850 shares worth $568K. The position accounts for 0.08% of the portfolio, ranked #213.

Balboa Wealth Partners first reported a position in AGM in Q3 2023 and has held it in 12 quarters since. The position peaked at $733K in Q1 2024. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Balboa Wealth Partners held 2,850 shares of Federal Agricultural Mortgage worth $568K as of Q2 2026.
  • Balboa Wealth Partners left its Federal Agricultural Mortgage share count unchanged in Q2 2026.
  • Federal Agricultural Mortgage made up 0.08% of Balboa Wealth Partners's portfolio in Q2 2026, its #213 holding.
  • Balboa Wealth Partners first reported a position in Federal Agricultural Mortgage in Q3 2023 and has held it in 12 quarters since.
  • Balboa Wealth Partners's Federal Agricultural Mortgage position peaked at $733K in Q1 2024.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.