CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Federal Agricultural Mortgage AGM Stock Holding History

CAPTRUST Financial Advisors’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 		$39.5M Sell
266,275
-92,633
-26% -$15.2M 0.07% 231
2025
Q4 		$63M Buy
358,908
+46,262
+15% +$7.78M 0.12% 155
2025
Q3 		$52.5M Buy
312,646
+17,293
+6% +$3.24M 0.11% 163
2025
Q2 		$57.4M Buy
295,353
+17,233
+6% +$3.16M 0.13% 146
2025
Q1 		$52.2M Buy
278,120
+22,922
+9% +$4.5M 0.13% 153
2024
Q4 		$50.3M Buy
255,198
+28,215
+12% +$5.6M 0.14% 133
2024
Q3 		$42.5M Buy
226,983
+20,603
+10% +$3.93M 0.13% 144
2024
Q2 		$37.3M Buy
206,380
+83,784
+68% +$15.1M 0.12% 148
2024
Q1 		$24.1M Buy
+122,596
New +$22.8M 0.09% 186
2022
Q3 		– Sell
-743
Closed -$73K – 2102
2022
Q2 		$73K Hold
743
– – ﹤0.01% 2447
2022
Q1 		$81K Buy
743
+96
+15% +$11.7K ﹤0.01% 2423
2021
Q4 		$80K Sell
647
-3
-0.5% -$369 ﹤0.01% 2327
2021
Q3 		$71K Buy
650
+3
+0.5% +$297 ﹤0.01% 2331
2021
Q2 		$64K Buy
647
+25
+4% +$2.54K ﹤0.01% 2348
2021
Q1 		$63K Buy
+622
New +$53.7K ﹤0.01% 2271

Other funds holding AGM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CAPTRUST Financial Advisors's AGM Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Federal Agricultural Mortgage (AGM) stake by 26% in Q1 2026, selling an estimated $15.2M and leaving 266,275 shares worth $39.5M. The position accounts for 0.07% of the portfolio, ranked #231.

CAPTRUST Financial Advisors first reported a position in AGM in Q1 2021 and has held it in 15 quarters since. The position peaked at $63M in Q4 2025. 232 funds tracked by Wall St. Rank hold AGM as of Q1 2026.

  • CAPTRUST Financial Advisors held 266,275 shares of Federal Agricultural Mortgage worth $39.5M as of Q1 2026.
  • CAPTRUST Financial Advisors sold 92,633 Federal Agricultural Mortgage shares in Q1 2026, an estimated $15.2M.
  • Federal Agricultural Mortgage made up 0.07% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #231 holding.
  • CAPTRUST Financial Advisors first reported a position in Federal Agricultural Mortgage in Q1 2021 and has held it in 15 quarters since.
  • CAPTRUST Financial Advisors's Federal Agricultural Mortgage position peaked at $63M in Q4 2025.
  • 232 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.