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Cornerstone Planning Group’s Federal Agricultural Mortgage AGM Stock Holding History

Cornerstone Planning Group’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 		$34K Buy
164
+3
+2% +$526 ﹤0.01% 504
2026
Q1 		$27.5K Buy
161
+5
+3% +$818 ﹤0.01% 573
2025
Q4 		$26.1K Buy
156
+3
+2% +$505 ﹤0.01% 521
2025
Q3 		$23.8K Buy
153
+106
+226% +$19.8K ﹤0.01% 525
2025
Q2 		$8.17K Sell
47
-19
-29% -$3.49K ﹤0.01% 606
2025
Q1 		$11.7K Buy
66
+54
+450% +$10.6K ﹤0.01% 529
2024
Q4 		$2.38K Hold
12
– – ﹤0.01% 748
2024
Q3 		$2.23K Hold
12
– – ﹤0.01% 746
2024
Q2 		$2.25K Hold
12
– – ﹤0.01% 734
2024
Q1 		$2.33K Hold
12
– – ﹤0.01% 635
2023
Q4 		$2.29K Hold
12
– – ﹤0.01% 608
2023
Q3 		$1.85K Sell
12
-30
-71% -$4.86K ﹤0.01% 677
2023
Q2 		$6.04K Buy
+42
New +$5.76K ﹤0.01% 819
2022
Q4 		$5.12K Buy
+42
New +$4.83K ﹤0.01% 875

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
WRM
Weybosset Research & Management Province, Rhode Island $381M AUM 42.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Cornerstone Planning Group's AGM Position: Q2 2026 in Review

Cornerstone Planning Group increased its Federal Agricultural Mortgage (AGM) stake by 1.9% in Q2 2026, buying an estimated $526 and bringing the position to 164 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Cornerstone Planning Group first reported a position in AGM in Q4 2022 and has held it in 14 quarters since. 104 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Cornerstone Planning Group held 164 shares of Federal Agricultural Mortgage worth $34K as of Q2 2026.
  • Cornerstone Planning Group bought 3 Federal Agricultural Mortgage shares in Q2 2026, an estimated $526.
  • Federal Agricultural Mortgage made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #504 holding.
  • Cornerstone Planning Group first reported a position in Federal Agricultural Mortgage in Q4 2022 and has held it in 14 quarters since.
  • 104 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.