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
Search
Sign in
Sign up
BWM
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
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
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
Sign up
Sign in
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
Theme
Close