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Bruce G. Allen Investments’s Federal Agricultural Mortgage AGM Stock Holding History

Bruce G. Allen 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 		$1.59K Buy
8
+1
+14% +$175 ﹤0.01% 726
2026
Q1 		$1.04K Sell
7
-2
-22% -$327 ﹤0.01% 809
2025
Q4 		$1.58K Hold
9
– – ﹤0.01% 735
2025
Q3 		$1.51K Sell
9
-2
-18% -$374 ﹤0.01% 749
2025
Q2 		$2.14K Hold
11
– – ﹤0.01% 697
2025
Q1 		$2.06K Buy
11
+1
+10% +$196 ﹤0.01% 698
2024
Q4 		$1.97K Buy
10
+1
+11% +$198 ﹤0.01% 710
2024
Q3 		$1.69K Buy
+9
New +$1.72K ﹤0.01% 745

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

Bruce G. Allen Investments's AGM Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Federal Agricultural Mortgage (AGM) stake by 14% in Q2 2026, buying an estimated $175 and bringing the position to 8 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Bruce G. Allen Investments first reported a position in AGM in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.14K in Q2 2025. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Bruce G. Allen Investments held 8 shares of Federal Agricultural Mortgage worth $1.59K as of Q2 2026.
  • Bruce G. Allen Investments bought 1 Federal Agricultural Mortgage share in Q2 2026, an estimated $175.
  • Federal Agricultural Mortgage made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #726 holding.
  • Bruce G. Allen Investments first reported a position in Federal Agricultural Mortgage in Q3 2024 and has held it in 8 quarters since.
  • Bruce G. Allen Investments's Federal Agricultural Mortgage position peaked at $2.14K in Q2 2025.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.