CBIZ Investment Advisory Services’s Federal Agricultural Mortgage AGM Stock Holding History

CBIZ Investment 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	-210	Closed	-$36.9K	–	426
2025 Q4	$36.9K	Buy	210 +32	+18%	+$5.38K	﹤0.01%	180
2025 Q3	$29.9K	Sell	178 -1	-0.6%	-$187	﹤0.01%	195
2025 Q2	$34.9K	Hold	179	–	–	﹤0.01%	171
2025 Q1	$33.5K	Sell	179 -1	-0.6%	-$196	﹤0.01%	151
2024 Q4	$35.5K	Buy	180 +50	+38%	+$9.92K	﹤0.01%	139
2024 Q3	$24.5K	Buy	130 +8	+7%	+$1.53K	﹤0.01%	159
2024 Q2	$22.1K	Buy	122 +2	+2%	+$361	﹤0.01%	155
2024 Q1	$23.7K	Buy	+120	New	+$22.3K	﹤0.01%	150

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

CBIZ Investment Advisory Services's AGM Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Federal Agricultural Mortgage (AGM) in Q1 2026, closing a stake of 210 shares — an estimated $36.9K sold.

CBIZ Investment Advisory Services first reported a position in AGM in Q1 2024 and held it in 8 quarters. The position peaked at $36.9K in Q4 2025. 232 funds tracked by Wall St. Rank hold AGM as of Q1 2026.

CBIZ Investment Advisory Services reported no remaining Federal Agricultural Mortgage position as of Q1 2026 after selling out during the quarter.
CBIZ Investment Advisory Services sold 210 Federal Agricultural Mortgage shares in Q1 2026, an estimated $36.9K.
CBIZ Investment Advisory Services first reported a position in Federal Agricultural Mortgage in Q1 2024 and held it in 8 quarters.
CBIZ Investment Advisory Services's Federal Agricultural Mortgage position peaked at $36.9K in Q4 2025.
232 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.