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

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return