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

Cary Street Partners’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	$2.45M	Sell	12,315 -253	-2%	-$44.3K	0.05%	325
2026 Q1	$1.86M	Sell	12,568 -445	-3%	-$72.8K	0.05%	336
2025 Q4	$2.28M	Buy	13,013 +2,132	+20%	+$359K	0.06%	308
2025 Q3	$1.83M	Buy	10,881 +693	+7%	+$130K	0.05%	332
2025 Q2	$1.98M	Buy	10,188 +47	+0.5%	+$8.63K	0.06%	308
2025 Q1	$1.9M	Sell	10,141 -1,108	-10%	-$217K	0.06%	296
2024 Q4	$2.22M	Buy	+11,249	New	+$2.23M	0.07%	252

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

Cary Street Partners reduced its Federal Agricultural Mortgage (AGM) stake by 2% in Q2 2026, selling an estimated $44.3K and leaving 12,315 shares worth $2.45M. The position accounts for 0.05% of the portfolio, ranked #325.

Cary Street Partners first reported a position in AGM in Q4 2024 and has held it in 7 quarters since. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

Cary Street Partners held 12,315 shares of Federal Agricultural Mortgage worth $2.45M as of Q2 2026.
Cary Street Partners sold 253 Federal Agricultural Mortgage shares in Q2 2026, an estimated $44.3K.
Federal Agricultural Mortgage made up 0.05% of Cary Street Partners's portfolio in Q2 2026, its #325 holding.
Cary Street Partners first reported a position in Federal Agricultural Mortgage in Q4 2024 and has held it in 7 quarters since.
255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

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