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Bare Financial Services’s Federal Agricultural Mortgage AGM Stock Holding History

Bare Financial 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
2026
Q2 		$598 Sell
3
-3
-50% -$526 ﹤0.01% 1595
2026
Q1 		$890 Buy
6
+3
+100% +$491 ﹤0.01% 1305
2025
Q4 		$527 Buy
+3
New +$505 ﹤0.01% 1361

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

Bare Financial Services's AGM Position: Q2 2026 in Review

Bare Financial Services reduced its Federal Agricultural Mortgage (AGM) stake by 50% in Q2 2026, selling an estimated $526 and leaving 3 shares worth $598. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Bare Financial Services first reported a position in AGM in Q4 2025 and has held it in 3 quarters since. The position peaked at $890 in Q1 2026. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Bare Financial Services held 3 shares of Federal Agricultural Mortgage worth $598 as of Q2 2026.
  • Bare Financial Services sold 3 Federal Agricultural Mortgage shares in Q2 2026, an estimated $526.
  • Federal Agricultural Mortgage made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1595 holding.
  • Bare Financial Services first reported a position in Federal Agricultural Mortgage in Q4 2025 and has held it in 3 quarters since.
  • Bare Financial Services's Federal Agricultural Mortgage position peaked at $890 in Q1 2026.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.