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Caldwell Trust’s Federal Agricultural Mortgage AGM Stock Holding History

Caldwell Trust’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 		$7.77K Hold
39
– – ﹤0.01% 704
2026
Q1 		$5.79K Hold
39
– – ﹤0.01% 702
2025
Q4 		$6.85K Hold
39
– – ﹤0.01% 673
2025
Q3 		$6.55K Hold
39
– – ﹤0.01% 674
2025
Q2 		$7.58K Hold
39
– – ﹤0.01% 655
2025
Q1 		$7.31K Buy
+39
New +$7.65K ﹤0.01% 660

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

Caldwell Trust's AGM Position: Q2 2026 in Review

Caldwell Trust held its Federal Agricultural Mortgage (AGM) position steady in Q2 2026 at 39 shares worth $7.77K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Caldwell Trust first reported a position in AGM in Q1 2025 and has held it in 6 quarters since. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Caldwell Trust held 39 shares of Federal Agricultural Mortgage worth $7.77K as of Q2 2026.
  • Caldwell Trust left its Federal Agricultural Mortgage share count unchanged in Q2 2026.
  • Federal Agricultural Mortgage made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #704 holding.
  • Caldwell Trust first reported a position in Federal Agricultural Mortgage in Q1 2025 and has held it in 6 quarters since.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.