Cary Street Partners Investment Advisory’s Federal Agricultural Mortgage AGM Stock Holding History

Cary Street Partners Investment Advisory’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	$996	Buy	+5	New	+$876	﹤0.01%	739
2024 Q4	–	Sell	-12,186	Closed	-$2.28M	–	519
2024 Q3	$2.28M	Sell	12,186 -28	-0.2%	-$5.35K	0.08%	247
2024 Q2	$2.21M	Buy	12,214 +2,273	+23%	+$410K	0.09%	238
2024 Q1	$1.96M	Sell	9,941 -4,414	-31%	-$821K	0.08%	249
2023 Q4	$2.74M	Sell	14,355 -916	-6%	-$149K	0.13%	184
2023 Q3	$2.36M	Buy	15,271 +14,907	+4,095%	+$2.41M	0.13%	194
2023 Q2	$52.3K	Sell	364 -75	-17%	-$10.3K	﹤0.01%	803
2023 Q1	$58.5K	Sell	439 -60	-12%	-$7.88K	﹤0.01%	703
2022 Q4	$56.2K	Sell	499 -115	-19%	-$13.2K	﹤0.01%	708
2022 Q3	$61K	Buy	614 +479	+355%	+$50.8K	0.01%	492
2022 Q2	$13K	Buy	+135	New	+$13.9K	﹤0.01%	546
2021 Q3	–	Sell	-20	Closed	-$2K	–	248
2021 Q2	$2K	Hold	20	–	–	﹤0.01%	315
2021 Q1	$2K	Buy	+20	New	+$1.73K	﹤0.01%	309

Other funds holding AGM

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

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

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

WRM

Weybosset Research & Management Province, Rhode Island $381M AUM 42.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Cary Street Partners Investment Advisory's AGM Position: Q2 2026 in Review

Cary Street Partners Investment Advisory opened a new position in Federal Agricultural Mortgage (AGM) in Q2 2026: 5 shares worth $996. The stake represents ﹤0.01% of the portfolio and ranks #739 among its holdings. This is a return to the name: Cary Street Partners Investment Advisory previously reported a position in AGM as recently as Q3 2024.

Cary Street Partners Investment Advisory first reported a position in AGM in Q1 2021 and has held it in 13 quarters since. The position peaked at $2.74M in Q4 2023. 104 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

Cary Street Partners Investment Advisory held 5 shares of Federal Agricultural Mortgage worth $996 as of Q2 2026.
Federal Agricultural Mortgage was a new Cary Street Partners Investment Advisory position in Q2 2026.
Federal Agricultural Mortgage made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #739 holding.
Cary Street Partners Investment Advisory first reported a position in Federal Agricultural Mortgage in Q1 2021 and has held it in 13 quarters since.
Cary Street Partners Investment Advisory's Federal Agricultural Mortgage position peaked at $2.74M in Q4 2023.
104 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.