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Brinker Capital Investments’s Federal Agricultural Mortgage AGM Stock Holding History

Brinker Capital Investments’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 		$363K Buy
1,819
+99
+6% +$17.3K ﹤0.01% 1573
2026
Q1 		$255K Buy
1,720
+236
+16% +$38.6K ﹤0.01% 1730
2025
Q4 		$261K Sell
1,484
-234
-14% -$39.4K ﹤0.01% 1876
2025
Q3 		$289K Buy
1,718
+50
+3% +$9.36K ﹤0.01% 1770
2025
Q2 		$324K Sell
1,668
-105
-6% -$19.3K ﹤0.01% 1670
2025
Q1 		$332K Sell
1,773
-50
-3% -$9.81K ﹤0.01% 1585
2024
Q4 		$359K Sell
1,823
-165
-8% -$32.7K ﹤0.01% 1474
2024
Q3 		$373K Sell
1,988
-125
-6% -$23.9K ﹤0.01% 1434
2024
Q2 		$382K Sell
2,113
-105
-5% -$19K ﹤0.01% 1372
2024
Q1 		$437K Sell
2,218
-195
-8% -$36.3K ﹤0.01% 1324
2023
Q4 		$447K Sell
2,413
-98
-4% -$15.9K 0.01% 1259
2023
Q3 		$387K Sell
2,511
-233
-8% -$37.7K ﹤0.01% 1294
2023
Q2 		$394K Sell
2,744
-183
-6% -$25.1K ﹤0.01% 1302
2023
Q1 		$390K Buy
2,927
+208
+8% +$27.3K ﹤0.01% 1240
2022
Q4 		$306K Buy
2,719
+235
+9% +$27K 0.01% 1142
2022
Q3 		$246K Sell
2,484
-50
-2% -$5.3K 0.01% 1196
2022
Q2 		$247K Sell
2,534
-184
-7% -$18.9K ﹤0.01% 1234
2022
Q1 		$295K Buy
2,718
+2
+0.1% +$245 ﹤0.01% 1223
2021
Q4 		$337K Buy
2,716
+418
+18% +$51.4K ﹤0.01% 1200
2021
Q3 		$227K Hold
2,298
– – ﹤0.01% 1223
2021
Q2 		$227K Sell
2,298
-142
-6% -$14.4K ﹤0.01% 1275
2021
Q1 		$246K Sell
2,440
-2,260
-48% -$195K ﹤0.01% 1107
2020
Q4 		$349K Buy
+4,700
New +$327K 0.01% 906

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

Brinker Capital Investments's AGM Position: Q2 2026 in Review

Brinker Capital Investments increased its Federal Agricultural Mortgage (AGM) stake by 5.8% in Q2 2026, buying an estimated $17.3K and bringing the position to 1,819 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Brinker Capital Investments first reported a position in AGM in Q4 2020 and has held it in 23 quarters since. The position peaked at $447K in Q4 2023. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Brinker Capital Investments held 1,819 shares of Federal Agricultural Mortgage worth $363K as of Q2 2026.
  • Brinker Capital Investments bought 99 Federal Agricultural Mortgage shares in Q2 2026, an estimated $17.3K.
  • Federal Agricultural Mortgage made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1573 holding.
  • Brinker Capital Investments first reported a position in Federal Agricultural Mortgage in Q4 2020 and has held it in 23 quarters since.
  • Brinker Capital Investments's Federal Agricultural Mortgage position peaked at $447K in Q4 2023.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.