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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
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

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

Byrne Asset Management's AGM Position: Q2 2026 in Review

Byrne Asset Management increased its Federal Agricultural Mortgage (AGM) stake by 11% in Q2 2026, buying an estimated $21K and bringing the position to 1,203 shares worth $240K. The position accounts for 0.13% of the portfolio, ranked #128.

Byrne Asset Management first reported a position in AGM in Q4 2021 and has held it in 11 quarters since. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Byrne Asset Management held 1,203 shares of Federal Agricultural Mortgage worth $240K as of Q2 2026.
  • Byrne Asset Management bought 120 Federal Agricultural Mortgage shares in Q2 2026, an estimated $21K.
  • Federal Agricultural Mortgage made up 0.13% of Byrne Asset Management's portfolio in Q2 2026, its #128 holding.
  • Byrne Asset Management first reported a position in Federal Agricultural Mortgage in Q4 2021 and has held it in 11 quarters since.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.