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Concourse Financial Group Securities’s Federal Agricultural Mortgage AGM Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-214
Closed -$42K – 49
2024
Q4 		$42K Sell
214
-4
-2% -$794 ﹤0.01% 1286
2024
Q3 		$40.9K Sell
218
-9
-4% -$1.72K ﹤0.01% 1258
2024
Q2 		$41K Sell
227
-9
-4% -$1.63K ﹤0.01% 1255
2024
Q1 		$46.5K Buy
236
+5
+2% +$930 ﹤0.01% 1212
2023
Q4 		$44.2K Sell
231
-8
-3% -$1.3K ﹤0.01% 1180
2023
Q3 		$36.9K Sell
239
-103
-30% -$16.7K ﹤0.01% 1195
2023
Q2 		$49.2K Sell
342
-25
-7% -$3.43K ﹤0.01% 1096
2023
Q1 		$48.9K Sell
367
-9
-2% -$1.18K ﹤0.01% 1103
2022
Q4 		$42.4K Sell
376
-29
-7% -$3.34K ﹤0.01% 1151
2022
Q3 		$40K Sell
405
-175
-30% -$18.6K ﹤0.01% 1032
2022
Q2 		$57K Sell
580
-154
-21% -$15.8K ﹤0.01% 1026
2022
Q1 		$80K Sell
734
-31
-4% -$3.79K 0.01% 953
2021
Q4 		$95K Sell
765
-58
-7% -$7.14K 0.01% 1023
2021
Q3 		$89K Buy
823
+123
+18% +$12.2K 0.01% 1047
2021
Q2 		$69K Sell
700
-32
-4% -$3.25K ﹤0.01% 1152
2021
Q1 		$74K Buy
732
+32
+5% +$2.76K 0.01% 1072
2020
Q4 		$52K Sell
700
-17
-2% -$1.18K ﹤0.01% 1137
2020
Q3 		$46K Buy
717
+123
+21% +$7.95K ﹤0.01% 1088
2020
Q2 		$38K Buy
594
+132
+29% +$8.18K ﹤0.01% 1072
2020
Q1 		$26K Buy
462
+68
+17% +$4.84K ﹤0.01% 1134
2019
Q4 		$33K Buy
394
+171
+77% +$14.2K ﹤0.01% 1085
2019
Q3 		$18K Sell
223
-104
-32% -$8.17K ﹤0.01% 986
2019
Q2 		$24K Buy
327
+7
+2% +$515 ﹤0.01% 1176
2019
Q1 		$23K Buy
320
+48
+18% +$3.5K ﹤0.01% 1202
2018
Q4 		$16K Buy
272
+2
+0.7% +$133 ﹤0.01% 1237
2018
Q3 		$20K Buy
+270
New +$22.9K 0.01% 848

Other funds holding AGM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Concourse Financial Group Securities's AGM Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Federal Agricultural Mortgage (AGM) in Q1 2025, closing a stake of 214 shares — an estimated $42K sold.

Concourse Financial Group Securities first reported a position in AGM in Q3 2018 and held it in 26 quarters. The position peaked at $95K in Q4 2021. 247 funds tracked by Wall St. Rank hold AGM as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Federal Agricultural Mortgage position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 214 Federal Agricultural Mortgage shares in Q1 2025, an estimated $42K.
  • Concourse Financial Group Securities first reported a position in Federal Agricultural Mortgage in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Federal Agricultural Mortgage position peaked at $95K in Q4 2021.
  • 247 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.