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Bell Investment Advisors’s Federal Agricultural Mortgage AGM Stock Holding History

Bell Investment Advisors’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 		– Sell
-8
Closed -$1.5K – 1883
2025
Q1 		$1.5K Hold
8
– – ﹤0.01% 1415
2024
Q4 		$1.58K Hold
8
– – ﹤0.01% 1420
2024
Q3 		$1.5K Hold
8
– – ﹤0.01% 1459
2024
Q2 		$1.45K Sell
8
-3
-27% -$542 ﹤0.01% 1483
2024
Q1 		$2.17K Buy
11
+4
+57% +$744 ﹤0.01% 1325
2023
Q4 		$1.34K Sell
7
-3
-30% -$488 ﹤0.01% 1488
2023
Q3 		$1.54K Buy
+10
New +$1.62K ﹤0.01% 1396

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bell Investment Advisors's AGM Position: Q2 2025 in Review

Bell Investment Advisors sold out of Federal Agricultural Mortgage (AGM) in Q2 2025, closing a stake of 8 shares — an estimated $1.5K sold.

Bell Investment Advisors first reported a position in AGM in Q3 2023 and held it in 7 quarters. The position peaked at $2.17K in Q1 2024. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2025.

  • Bell Investment Advisors reported no remaining Federal Agricultural Mortgage position as of Q2 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 8 Federal Agricultural Mortgage shares in Q2 2025, an estimated $1.5K.
  • Bell Investment Advisors first reported a position in Federal Agricultural Mortgage in Q3 2023 and held it in 7 quarters.
  • Bell Investment Advisors's Federal Agricultural Mortgage position peaked at $2.17K in Q1 2024.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2025.

Based on Bell Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.