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Dakota Wealth Management’s Federal Agricultural Mortgage AGM Stock Holding History

Dakota Wealth Management’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
Q3 		– Sell
-1,148
Closed -$223K – 652
2025
Q2 		$223K Buy
+1,148
New +$211K ﹤0.01% 703
2023
Q2 		– Sell
-1,578
Closed -$210K – 646
2023
Q1 		$210K Sell
1,578
-447
-22% -$58.7K 0.01% 553
2022
Q4 		$228K Buy
+2,025
New +$233K 0.02% 518

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dakota Wealth Management's AGM Position: Q3 2025 in Review

Dakota Wealth Management sold out of Federal Agricultural Mortgage (AGM) in Q3 2025, closing a stake of 1,148 shares — an estimated $223K sold.

Dakota Wealth Management first reported a position in AGM in Q4 2022 and held it in 3 quarters. The position peaked at $228K in Q4 2022. 241 funds tracked by Wall St. Rank hold AGM as of Q3 2025.

  • Dakota Wealth Management reported no remaining Federal Agricultural Mortgage position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 1,148 Federal Agricultural Mortgage shares in Q3 2025, an estimated $223K.
  • Dakota Wealth Management first reported a position in Federal Agricultural Mortgage in Q4 2022 and held it in 3 quarters.
  • Dakota Wealth Management's Federal Agricultural Mortgage position peaked at $228K in Q4 2022.
  • 241 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.