Capital Advisory Group Advisory Services’s Federal Agricultural Mortgage AGM Stock Holding History

Capital Advisory Group Advisory Services’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 Q1	–	Sell	-5,589	Closed	-$981K	–	14
2025 Q4	$981K	Sell	5,589 -2,108	-27%	-$354K	0.29%	78
2025 Q3	$1.29M	Sell	7,697 -215	-3%	-$40.3K	0.4%	71
2025 Q2	$1.54M	Sell	7,912 -99	-1%	-$18.2K	0.55%	56
2025 Q1	$1.5M	Buy	8,011 +29	+0.4%	+$5.69K	0.57%	56
2024 Q4	$1.57M	Sell	7,982 -11	-0.1%	-$2.18K	0.56%	55
2024 Q3	$1.5M	Sell	7,993 -47	-0.6%	-$8.97K	0.6%	52
2024 Q2	$1.45M	Sell	8,040 -277	-3%	-$50K	0.62%	49
2024 Q1	$1.64M	Sell	8,317 -102	-1%	-$19K	0.78%	39
2023 Q4	$1.61M	Sell	8,419 -225	-3%	-$36.6K	0.86%	34
2023 Q3	$1.33M	Buy	+8,644	New	+$1.4M	0.76%	40
2023 Q2	–	Sell	-8,963	Closed	-$1.19M	–	85
2023 Q1	$1.19M	Sell	8,963 -84	-0.9%	-$11K	0.72%	42
2022 Q4	$1.02M	Sell	9,047 -57	-0.6%	-$6.56K	0.69%	43
2022 Q3	$903K	Sell	9,104 -440	-5%	-$46.7K	0.63%	47
2022 Q2	$978K	Sell	9,544 -32	-0.3%	-$3.29K	0.58%	49
2022 Q1	$1.04M	Buy	+9,576	New	+$1.17M	0.48%	58
2021 Q4	–	Sell	-9,347	Closed	-$1.01M	–	175
2021 Q3	$1.01M	Buy	9,347 +3,123	+50%	+$310K	0.37%	69
2021 Q2	$616K	Buy	6,224 +242	+4%	+$24.5K	0.22%	99
2021 Q1	$603K	Buy	5,982 +94	+2%	+$8.12K	0.23%	101
2020 Q4	$437K	Buy	5,888 +3,281	+126%	+$228K	0.18%	103
2020 Q3	$166K	Buy	2,607 +113	+5%	+$7.3K	0.09%	150
2020 Q2	$160K	Buy	+2,494	New	+$155K	0.09%	155

Other funds holding AGM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Advisory Group Advisory Services's AGM Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of Federal Agricultural Mortgage (AGM) in Q1 2026, closing a stake of 5,589 shares — an estimated $981K sold.

Capital Advisory Group Advisory Services first reported a position in AGM in Q2 2020 and held it in 21 quarters. The position peaked at $1.64M in Q1 2024. 232 funds tracked by Wall St. Rank hold AGM as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining Federal Agricultural Mortgage position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 5,589 Federal Agricultural Mortgage shares in Q1 2026, an estimated $981K.
Capital Advisory Group Advisory Services first reported a position in Federal Agricultural Mortgage in Q2 2020 and held it in 21 quarters.
Capital Advisory Group Advisory Services's Federal Agricultural Mortgage position peaked at $1.64M in Q1 2024.
232 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.