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
Q2 		$65.3M Buy
327,467
+61,192
+23% +$10.7M 0.1% 178
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 $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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CAPTRUST Financial Advisors's AGM Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Federal Agricultural Mortgage (AGM) stake by 23% in Q2 2026, buying an estimated $10.7M and bringing the position to 327,467 shares worth $65.3M. The position accounts for 0.1% of the portfolio, ranked #178.

CAPTRUST Financial Advisors first reported a position in AGM in Q1 2021 and has held it in 16 quarters since. 257 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • CAPTRUST Financial Advisors held 327,467 shares of Federal Agricultural Mortgage worth $65.3M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 61,192 Federal Agricultural Mortgage shares in Q2 2026, an estimated $10.7M.
  • Federal Agricultural Mortgage made up 0.1% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #178 holding.
  • CAPTRUST Financial Advisors first reported a position in Federal Agricultural Mortgage in Q1 2021 and has held it in 16 quarters since.
  • 257 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.