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Callan Family Office’s Federal Agricultural Mortgage AGM Stock Holding History

Callan Family Office’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 		$288K Buy
+1,445
New +$253K 0.01% 1019
2026
Q1 		– Sell
-1,237
Closed -$217K – 1135
2025
Q4 		$217K Hold
1,237
– – ﹤0.01% 1034
2025
Q3 		$208K Buy
1,237
+44
+4% +$8.24K 0.01% 815
2025
Q2 		$232K Buy
+1,193
New +$219K 0.01% 853

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

Callan Family Office's AGM Position: Q2 2026 in Review

Callan Family Office opened a new position in Federal Agricultural Mortgage (AGM) in Q2 2026: 1,445 shares worth $288K. The stake represents 0.01% of the portfolio and ranks #1019 among its holdings. This is a return to the name: Callan Family Office previously reported a position in AGM as recently as Q4 2025.

Callan Family Office first reported a position in AGM in Q2 2025 and has held it in 4 quarters since. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Callan Family Office held 1,445 shares of Federal Agricultural Mortgage worth $288K as of Q2 2026.
  • Federal Agricultural Mortgage was a new Callan Family Office position in Q2 2026.
  • Federal Agricultural Mortgage made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #1019 holding.
  • Callan Family Office first reported a position in Federal Agricultural Mortgage in Q2 2025 and has held it in 4 quarters since.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.