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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
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% +$1.49K ﹤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

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

Covestor's AGM Position: Q1 2026 in Review

Covestor reduced its Federal Agricultural Mortgage (AGM) stake by 50% in Q1 2026, selling an estimated $491 and leaving 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2206.

Covestor first reported a position in AGM in Q4 2021 and has held it in 18 quarters since. The position peaked at $3K in Q4 2024. 232 funds tracked by Wall St. Rank hold AGM as of Q1 2026.

  • Covestor held 3 shares of Federal Agricultural Mortgage worth $0 as of Q1 2026.
  • Covestor sold 3 Federal Agricultural Mortgage shares in Q1 2026, an estimated $491.
  • Federal Agricultural Mortgage made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2206 holding.
  • Covestor first reported a position in Federal Agricultural Mortgage in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Federal Agricultural Mortgage position peaked at $3K in Q4 2024.
  • 232 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.