Covestor
AGM icon

Covestor’s Federal Agricultural Mortgage AGM Stock Holding History

Covestor’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
Q3 		$1K Sell
2
-4
-67% -$874 ﹤0.01% 2016
2026
Q2 		$1K Buy
6
+3
+100% +$526 ﹤0.01% 2021
2026
Q1 		$0 Sell
3
-3
-50% -$491 ﹤0.01% 2206
2025
Q4 		$1K Sell
6
-2
-25% -$336 ﹤0.01% 1977
2025
Q3 		$1K Sell
8
-1
-11% -$187 ﹤0.01% 2001
2025
Q2 		$2K Sell
9
-2
-18% -$367 ﹤0.01% 1812
2025
Q1 		$2K Sell
11
-6
-35% -$1.18K ﹤0.01% 1812
2024
Q4 		$3K Buy
17
+12
+240% +$2.38K ﹤0.01% 1780
2024
Q3 		$1K Hold
5
– – ﹤0.01% 1876
2024
Q2 		$1K Buy
5
+1
+25% +$181 ﹤0.01% 1911
2024
Q1 		$1K Buy
4
+3
+300% +$558 ﹤0.01% 1884
2023
Q4 		$0 Hold
1
– – ﹤0.01% 2086
2023
Q3 		$0 Sell
1
-1
-50% -$162 ﹤0.01% 2052
2023
Q2 		$0 Hold
2
– – ﹤0.01% 2069
2023
Q1 		$0 Sell
2
-1
-33% -$131 ﹤0.01% 1946
2022
Q4 		$0 Sell
3
-15
-83% -$1.73K ﹤0.01% 1992
2022
Q3 		$2K Buy
18
+14
+350% +$1.48K ﹤0.01% 1671
2022
Q2 		$0 Sell
4
-1
-20% -$103 ﹤0.01% 1849
2022
Q1 		$1K Sell
5
-2
-29% -$245 ﹤0.01% 1714
2021
Q4 		$1K Buy
+7
New +$861 ﹤0.01% 1609

Other funds holding AGM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Weybosset Research & Management
Weybosset Research & Management Province, Rhode Island $347M AUM 23.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Ballast Asset Management
Ballast Asset Management Dallas, Texas $230M AUM 34.36% 1-Year Est. Return

Covestor's AGM Position: Q3 2026 in Review

Covestor reduced its Federal Agricultural Mortgage (AGM) stake by 67% in Q3 2026, selling an estimated $874 and leaving 2 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2016.

Covestor first reported a position in AGM in Q4 2021 and has held it in 20 quarters since. The position peaked at $3K in Q4 2024. 108 funds tracked by Wall St. Rank hold AGM as of Q3 2026.

  • Covestor held 2 shares of Federal Agricultural Mortgage worth $1K as of Q3 2026.
  • Covestor sold 4 Federal Agricultural Mortgage shares in Q3 2026, an estimated $874.
  • Federal Agricultural Mortgage made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2016 holding.
  • Covestor first reported a position in Federal Agricultural Mortgage in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Federal Agricultural Mortgage position peaked at $3K in Q4 2024.
  • 108 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.