BAM
AGM icon

Byrne Asset Management’s Federal Agricultural Mortgage AGM Stock Holding History

Byrne 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
Q3 		$182K Sell
872
-331
-28% -$72.3K 0.1% 151
2026
Q2 		$240K Buy
1,203
+120
+11% +$21K 0.13% 128
2026
Q1 		$161K Buy
1,083
+101
+10% +$16.5K 0.09% 161
2025
Q4 		$172K Buy
982
+597
+155% +$100K 0.1% 149
2025
Q3 		$64.7K Buy
385
+108
+39% +$20.2K 0.04% 198
2025
Q2 		$53.8K Buy
277
+35
+14% +$6.42K 0.04% 214
2025
Q1 		$45.4K Buy
242
+130
+116% +$25.5K 0.03% 223
2024
Q4 		$22.1K Sell
112
-6
-5% -$1.19K 0.02% 277
2024
Q3 		$22.1K Hold
118
– – 0.02% 283
2024
Q2 		$21K Buy
+118
New +$21.3K 0.02% 283
2022
Q2 		– Sell
-156
Closed -$17K – 513
2022
Q1 		$17K Buy
156
+58
+59% +$7.09K 0.01% 323
2021
Q4 		$12K Buy
+98
New +$12.1K 0.01% 361

Other funds holding AGM

ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
IIM
Ipswich Investment Management Beverly, Massachusetts $468M AUM 31.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Byrne Asset Management's AGM Position: Q3 2026 in Review

Byrne Asset Management reduced its Federal Agricultural Mortgage (AGM) stake by 28% in Q3 2026, selling an estimated $72.3K and leaving 872 shares worth $182K. The position accounts for 0.1% of the portfolio, ranked #151.

Byrne Asset Management first reported a position in AGM in Q4 2021 and has held it in 12 quarters since. The position peaked at $240K in Q2 2026. 10 funds tracked by Wall St. Rank hold AGM as of Q3 2026.

  • Byrne Asset Management held 872 shares of Federal Agricultural Mortgage worth $182K as of Q3 2026.
  • Byrne Asset Management sold 331 Federal Agricultural Mortgage shares in Q3 2026, an estimated $72.3K.
  • Federal Agricultural Mortgage made up 0.1% of Byrne Asset Management's portfolio in Q3 2026, its #151 holding.
  • Byrne Asset Management first reported a position in Federal Agricultural Mortgage in Q4 2021 and has held it in 12 quarters since.
  • Byrne Asset Management's Federal Agricultural Mortgage position peaked at $240K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.