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BlackDiamond Wealth Management’s Federal Agricultural Mortgage AGM Stock Holding History

BlackDiamond Wealth 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 		$385K Sell
1,648
-37
-2% -$6.48K 0.15% 137
2026
Q1 		$250K Buy
1,685
+36
+2% +$5.89K 0.12% 166
2025
Q4 		$292K Sell
1,649
-57
-3% -$9.59K 0.14% 150
2025
Q3 		$287K Sell
1,706
-117
-6% -$21.9K 0.16% 124
2025
Q2 		$356K Sell
1,823
-27
-1% -$4.96K 0.21% 94
2025
Q1 		$343K Sell
1,850
-1,092
-37% -$214K 0.23% 83
2024
Q4 		$580K Sell
2,942
-629
-18% -$125K 0.33% 66
2024
Q3 		$757K Sell
3,571
-416
-10% -$79.4K 0.46% 52
2024
Q2 		$713K Buy
3,987
+471
+13% +$85K 0.47% 53
2024
Q1 		$692K Sell
3,516
-39
-1% -$7.25K 0.49% 50
2023
Q4 		$667K Sell
3,555
-474
-12% -$77.1K 0.49% 45
2023
Q3 		$596K Sell
4,029
-280
-6% -$45.3K 0.54% 41
2023
Q2 		$683K Buy
4,309
+4
+0.1% +$549 0.58% 37
2023
Q1 		$571K Sell
4,305
-136
-3% -$17.9K 0.58% 35
2022
Q4 		$533K Buy
4,441
+231
+5% +$26.6K 0.6% 39
2022
Q3 		$463K Sell
4,210
-200
-5% -$21.2K 0.56% 43
2022
Q2 		$450K Buy
4,410
+33
+0.8% +$3.39K 0.56% 48
2022
Q1 		$475K Buy
4,377
+79
+2% +$9.66K 0.57% 55
2021
Q4 		$533K Buy
+4,298
New +$529K 0.61% 50

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

BlackDiamond Wealth Management's AGM Position: Q2 2026 in Review

BlackDiamond Wealth Management reduced its Federal Agricultural Mortgage (AGM) stake by 2.2% in Q2 2026, selling an estimated $6.48K and leaving 1,648 shares worth $385K. The position accounts for 0.15% of the portfolio, ranked #137.

BlackDiamond Wealth Management first reported a position in AGM in Q4 2021 and has held it in 19 quarters since. The position peaked at $757K in Q3 2024. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • BlackDiamond Wealth Management held 1,648 shares of Federal Agricultural Mortgage worth $385K as of Q2 2026.
  • BlackDiamond Wealth Management sold 37 Federal Agricultural Mortgage shares in Q2 2026, an estimated $6.48K.
  • Federal Agricultural Mortgage made up 0.15% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #137 holding.
  • BlackDiamond Wealth Management first reported a position in Federal Agricultural Mortgage in Q4 2021 and has held it in 19 quarters since.
  • BlackDiamond Wealth Management's Federal Agricultural Mortgage position peaked at $757K in Q3 2024.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.