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Barnett & Company’s Federal Agricultural Mortgage AGM Stock Holding History

Barnett & Company’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 		$6.94M Sell
34,823
-2,350
-6% -$412K 5.14% 2
2026
Q1 		$5.51M Sell
37,173
-658
-2% -$108K 4.29% 4
2025
Q4 		$6.64M Sell
37,831
-325
-0.9% -$54.7K 5.35% 4
2025
Q3 		$6.41M Sell
38,156
-1,308
-3% -$245K 4.96% 4
2025
Q2 		$7.67M Sell
39,464
-750
-2% -$138K 6.03% 2
2025
Q1 		$7.54M Sell
40,214
-5,075
-11% -$996K 6.3% 2
2024
Q4 		$8.92M Sell
45,289
-75
-0.2% -$14.9K 5.84% 2
2024
Q3 		$8.5M Buy
45,364
+650
+1% +$124K 5.62% 2
2024
Q2 		$8.09M Sell
44,714
-833
-2% -$150K 5.8% 1
2024
Q1 		$8.97M Sell
45,547
-644
-1% -$120K 6.14% 1
2023
Q4 		$8.83M Sell
46,191
-40
-0.1% -$6.5K 6.62% 1
2023
Q3 		$7.13M Sell
46,231
-1,274
-3% -$206K 5.57% 2
2023
Q2 		$6.83M Sell
47,505
-275
-0.6% -$37.7K 5.07% 2
2023
Q1 		$6.36M Buy
47,780
+1,900
+4% +$250K 4.83% 3
2022
Q4 		$5.17M Buy
45,880
+4,450
+11% +$512K 3.95% 5
2022
Q3 		$4.11M Sell
41,430
-1,634
-4% -$173K 3.63% 8
2022
Q2 		$4.21M Sell
43,064
-141
-0.3% -$14.5K 3.36% 9
2022
Q1 		$4.69M Buy
43,205
+1,600
+4% +$196K 3.33% 8
2021
Q4 		$5.16M Sell
41,605
-850
-2% -$105K 3.6% 5
2021
Q3 		$4.61M Buy
42,455
+950
+2% +$94.2K 3.47% 5
2021
Q2 		$4.11M Buy
41,505
+9,300
+29% +$943K 2.71% 10
2021
Q1 		$3.24M Buy
+32,205
New +$2.78M 1.73% 21

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

Barnett & Company's AGM Position: Q2 2026 in Review

Barnett & Company reduced its Federal Agricultural Mortgage (AGM) stake by 6.3% in Q2 2026, selling an estimated $412K and leaving 34,823 shares worth $6.94M. The position accounts for 5.14% of the portfolio, ranked #2.

Barnett & Company first reported a position in AGM in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.97M in Q1 2024. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Barnett & Company held 34,823 shares of Federal Agricultural Mortgage worth $6.94M as of Q2 2026.
  • Barnett & Company sold 2,350 Federal Agricultural Mortgage shares in Q2 2026, an estimated $412K.
  • Federal Agricultural Mortgage made up 5.14% of Barnett & Company's portfolio in Q2 2026, its #2 holding.
  • Barnett & Company first reported a position in Federal Agricultural Mortgage in Q1 2021 and has held it in 22 quarters since.
  • Barnett & Company's Federal Agricultural Mortgage position peaked at $8.97M in Q1 2024.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Barnett & Company's 13F filing for Q2 2026, filed 12 Aug 2026.