Commonwealth Equity Services
AGM icon

Commonwealth Equity Services’s Federal Agricultural Mortgage AGM Stock Holding History

Commonwealth Equity 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
Q2 		$254K Buy
+1,276
New +$224K ﹤0.01% 3922
2026
Q1 		– Sell
-1,183
Closed -$208K – 4305
2025
Q4 		$208K Sell
1,183
-244
-17% -$41K ﹤0.01% 3957
2025
Q3 		$240K Sell
1,427
-873
-38% -$163K ﹤0.01% 3815
2025
Q2 		$447K Buy
2,300
+100
+5% +$18.4K ﹤0.01% 3244
2025
Q1 		$413K Sell
2,200
-52
-2% -$10.2K ﹤0.01% 3197
2024
Q4 		$444K Sell
2,252
-977
-30% -$194K ﹤0.01% 3051
2024
Q3 		$605K Buy
3,229
+52
+2% +$9.93K ﹤0.01% 2744
2024
Q2 		$575K Sell
3,177
-323
-9% -$58.3K ﹤0.01% 2716
2024
Q1 		$689K Buy
3,500
+47
+1% +$8.74K ﹤0.01% 2539
2023
Q4 		$660K Buy
3,453
+319
+10% +$51.9K ﹤0.01% 2484
2023
Q3 		$484K Buy
3,134
+1
+0% +$162 ﹤0.01% 2624
2023
Q2 		$450K Sell
3,133
-185
-6% -$25.4K ﹤0.01% 2713
2023
Q1 		$441K Sell
3,318
-431
-11% -$56.6K ﹤0.01% 2664
2022
Q4 		$422K Buy
3,749
+99
+3% +$11.4K ﹤0.01% 2603
2022
Q3 		$361K Buy
3,650
+40
+1% +$4.24K ﹤0.01% 2670
2022
Q2 		$352K Buy
3,610
+1,605
+80% +$165K ﹤0.01% 2691
2022
Q1 		$217K Buy
+2,005
New +$245K ﹤0.01% 3260

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

Commonwealth Equity Services's AGM Position: Q2 2026 in Review

Commonwealth Equity Services opened a new position in Federal Agricultural Mortgage (AGM) in Q2 2026: 1,276 shares worth $254K. The stake represents ﹤0.01% of the portfolio and ranks #3922 among its holdings. This is a return to the name: Commonwealth Equity Services previously reported a position in AGM as recently as Q4 2025.

Commonwealth Equity Services first reported a position in AGM in Q1 2022 and has held it in 17 quarters since. The position peaked at $689K in Q1 2024. 256 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Commonwealth Equity Services held 1,276 shares of Federal Agricultural Mortgage worth $254K as of Q2 2026.
  • Federal Agricultural Mortgage was a new Commonwealth Equity Services position in Q2 2026.
  • Federal Agricultural Mortgage made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3922 holding.
  • Commonwealth Equity Services first reported a position in Federal Agricultural Mortgage in Q1 2022 and has held it in 17 quarters since.
  • Commonwealth Equity Services's Federal Agricultural Mortgage position peaked at $689K in Q1 2024.
  • 256 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.