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Belpointe Asset Management’s
Federal Agricultural Mortgage
AGM
Stock Holding History
Belpointe Asset Management’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
Q1
$455K
Sell
3,070
-12
-0.4%
-$1.96K
0.02%
718
2025
Q4
$541K
Sell
3,082
-416
-12%
-$70K
0.02%
629
2025
Q3
$588K
Buy
3,498
+3
+0.1%
+$562
0.02%
581
2025
Q2
$679K
Sell
3,495
-2,811
-45%
-$516K
0.03%
475
2025
Q1
$1.18M
Sell
6,306
-703
-10%
-$138K
0.06%
297
2024
Q4
$1.38M
Buy
7,009
+8
+0.1%
+$1.59K
0.08%
237
2024
Q3
$1.31M
Sell
7,001
-8,667
-55%
-$1.65M
0.08%
247
2024
Q2
$2.83M
Sell
15,668
-15
-0.1%
-$2.71K
0.2%
96
2024
Q1
$3.09M
Buy
15,683
+4,643
+42%
+$864K
0.23%
93
2023
Q4
$2.11M
Buy
11,040
+5
+0%
+$813
0.19%
110
2023
Q3
$1.7M
Sell
11,035
-17
-0.2%
-$2.75K
0.18%
118
2023
Q2
$1.59M
Sell
11,052
-13,670
-55%
-$1.87M
0.17%
122
2023
Q1
$3.29M
Sell
24,722
-23
-0.1%
-$3.02K
0.18%
112
2022
Q4
$2.79M
Sell
24,745
-1,631
-6%
-$188K
0.17%
116
2022
Q3
$2.62M
Buy
26,376
+149
+0.6%
+$15.8K
0.18%
113
2022
Q2
$2.56M
Sell
26,227
-2,100
-7%
-$216K
0.17%
124
2022
Q1
$3.07M
Buy
28,327
+14,763
+109%
+$1.81M
0.19%
108
2021
Q4
$1.68M
Buy
+13,564
New
+$1.67M
0.1%
197
Other funds holding AGM
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Thrivent Financial for Lutherans
Minneapolis, Minnesota
$52.5B AUM
27.12%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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