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Clearstead Advisors’s Federal Agricultural Mortgage AGM Stock Holding History

Clearstead 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 		$6.78K Buy
+34
New +$5.96K ﹤0.01% 2110
2026
Q1 		– Sell
-835
Closed -$147K – 2258
2025
Q4 		$147K Buy
835
+630
+307% +$106K ﹤0.01% 1005
2025
Q3 		$34.4K Sell
205
-87
-30% -$16.3K ﹤0.01% 1415
2025
Q2 		$56.7K Buy
292
+263
+907% +$48.3K ﹤0.01% 1250
2025
Q1 		$5.44K Hold
29
– – ﹤0.01% 1728
2024
Q4 		$5.71K Buy
+29
New +$5.75K ﹤0.01% 1692
2024
Q2 		– Sell
-33
Closed -$5.83K – 2025
2024
Q1 		$5.83K Hold
33
– – ﹤0.01% 1151
2023
Q4 		$6.31K Buy
33
+15
+83% +$2.44K ﹤0.01% 1129
2023
Q3 		$2.78K Buy
+18
New +$2.91K ﹤0.01% 1184

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Clearstead Advisors's AGM Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Federal Agricultural Mortgage (AGM) in Q2 2026: 34 shares worth $6.78K. The stake represents ﹤0.01% of the portfolio and ranks #2110 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in AGM as recently as Q4 2025.

Clearstead Advisors first reported a position in AGM in Q3 2023 and has held it in 9 quarters since. The position peaked at $147K in Q4 2025. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Clearstead Advisors held 34 shares of Federal Agricultural Mortgage worth $6.78K as of Q2 2026.
  • Federal Agricultural Mortgage was a new Clearstead Advisors position in Q2 2026.
  • Federal Agricultural Mortgage made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2110 holding.
  • Clearstead Advisors first reported a position in Federal Agricultural Mortgage in Q3 2023 and has held it in 9 quarters since.
  • Clearstead Advisors's Federal Agricultural Mortgage position peaked at $147K in Q4 2025.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.