Creative Planning
AGM icon

Creative Planning’s Federal Agricultural Mortgage AGM Stock Holding History

Creative Planning’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 		$620K Sell
4,178
-5,430
-57% -$888K ﹤0.01% 2858
2025
Q4 		$1.69M Sell
9,608
-221
-2% -$37.2K ﹤0.01% 1857
2025
Q3 		$1.65M Buy
9,829
+4,512
+85% +$845K ﹤0.01% 1690
2025
Q2 		$1.03M Sell
5,317
-580
-10% -$106K ﹤0.01% 1821
2025
Q1 		$1.11M Buy
5,897
+347
+6% +$68.1K ﹤0.01% 1639
2024
Q4 		$1.09M Sell
5,550
-13
-0.2% -$2.58K ﹤0.01% 1588
2024
Q3 		$1.04M Buy
5,563
+410
+8% +$78.3K ﹤0.01% 1485
2024
Q2 		$932K Sell
5,153
-720
-12% -$130K ﹤0.01% 1455
2024
Q1 		$1.16M Buy
5,873
+1,710
+41% +$318K ﹤0.01% 1244
2023
Q4 		$796K Buy
4,163
+792
+23% +$129K ﹤0.01% 1373
2023
Q3 		$520K Buy
3,371
+791
+31% +$128K ﹤0.01% 1548
2023
Q2 		$371K Buy
2,580
+93
+4% +$12.8K ﹤0.01% 1748
2023
Q1 		$331K Buy
2,487
+112
+5% +$14.7K ﹤0.01% 1742
2022
Q4 		$268K Buy
2,375
+266
+13% +$30.6K ﹤0.01% 1799
2022
Q3 		$209K Buy
2,109
+52
+3% +$5.52K ﹤0.01% 1882
2022
Q2 		$201K Buy
2,057
+50
+2% +$5.14K ﹤0.01% 1881
2022
Q1 		$218K Sell
2,007
-290
-13% -$35.5K ﹤0.01% 1835
2021
Q4 		$285K Buy
2,297
+137
+6% +$16.9K ﹤0.01% 1659
2021
Q3 		$234K Buy
+2,160
New +$214K ﹤0.01% 1756
2017
Q3 		– Sell
-300
Closed -$19K – 1917
2017
Q2 		$19K Hold
300
– – ﹤0.01% 3209
2017
Q1 		$17K Hold
300
– – ﹤0.01% 3210
2016
Q4 		$17K Sell
300
-299
-50% -$14.6K ﹤0.01% 3164
2016
Q3 		$24K Buy
599
+299
+100% +$11.7K ﹤0.01% 2920
2016
Q2 		$10K Buy
+300
New +$11.1K ﹤0.01% 3234
2016
Q1 		– Sell
-1,000
Closed -$32K – 4302
2015
Q4 		$32K Buy
+1,000
New +$30.1K ﹤0.01% 2466

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

Creative Planning's AGM Position: Q1 2026 in Review

Creative Planning reduced its Federal Agricultural Mortgage (AGM) stake by 57% in Q1 2026, selling an estimated $888K and leaving 4,178 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #2858.

Creative Planning first reported a position in AGM in Q4 2015 and has held it in 25 quarters since. The position peaked at $1.69M in Q4 2025. 232 funds tracked by Wall St. Rank hold AGM as of Q1 2026.

  • Creative Planning held 4,178 shares of Federal Agricultural Mortgage worth $620K as of Q1 2026.
  • Creative Planning sold 5,430 Federal Agricultural Mortgage shares in Q1 2026, an estimated $888K.
  • Federal Agricultural Mortgage made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2858 holding.
  • Creative Planning first reported a position in Federal Agricultural Mortgage in Q4 2015 and has held it in 25 quarters since.
  • Creative Planning's Federal Agricultural Mortgage position peaked at $1.69M in Q4 2025.
  • 232 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.