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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
Q2 		$395K Sell
1,983
-1,087
-35% -$190K 0.01% 803
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
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

Belpointe Asset Management's AGM Position: Q2 2026 in Review

Belpointe Asset Management reduced its Federal Agricultural Mortgage (AGM) stake by 35% in Q2 2026, selling an estimated $190K and leaving 1,983 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #803.

Belpointe Asset Management first reported a position in AGM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.29M in Q1 2023. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Belpointe Asset Management held 1,983 shares of Federal Agricultural Mortgage worth $395K as of Q2 2026.
  • Belpointe Asset Management sold 1,087 Federal Agricultural Mortgage shares in Q2 2026, an estimated $190K.
  • Federal Agricultural Mortgage made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #803 holding.
  • Belpointe Asset Management first reported a position in Federal Agricultural Mortgage in Q4 2021 and has held it in 19 quarters since.
  • Belpointe Asset Management's Federal Agricultural Mortgage position peaked at $3.29M in Q1 2023.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.