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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
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 Sell
33
-3
-8% -$488 ﹤0.01% 1129
2023
Q3 		$5.56K Buy
+36
New +$5.83K ﹤0.01% 1220

Other funds holding AGM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return