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
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 		$441 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 $5.72T 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

Commonwealth Equity Services's AGM Position: Q1 2026 in Review

Commonwealth Equity Services sold out of Federal Agricultural Mortgage (AGM) in Q1 2026, closing a stake of 1,183 shares — an estimated $208K sold.

Commonwealth Equity Services first reported a position in AGM in Q1 2022 and held it in 16 quarters. The position peaked at $689K in Q1 2024. 232 funds tracked by Wall St. Rank hold AGM as of Q1 2026.

  • Commonwealth Equity Services reported no remaining Federal Agricultural Mortgage position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 1,183 Federal Agricultural Mortgage shares in Q1 2026, an estimated $208K.
  • Commonwealth Equity Services first reported a position in Federal Agricultural Mortgage in Q1 2022 and held it in 16 quarters.
  • Commonwealth Equity Services's Federal Agricultural Mortgage position peaked at $689K in Q1 2024.
  • 232 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.