Downshift Financial’s Federal Agricultural Mortgage AGM Stock Holding History

Downshift Financial’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	$9.17K	Buy	+46	New	+$8.06K	﹤0.01%	302

Other funds holding AGM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Downshift Financial's AGM Position: Q2 2026 in Review

Downshift Financial opened a new position in Federal Agricultural Mortgage (AGM) in Q2 2026: 46 shares worth $9.17K. The stake represents ﹤0.01% of the portfolio and ranks #302 among its holdings.

253 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

Downshift Financial held 46 shares of Federal Agricultural Mortgage worth $9.17K as of Q2 2026.
Federal Agricultural Mortgage was a new Downshift Financial position in Q2 2026.
Federal Agricultural Mortgage made up ﹤0.01% of Downshift Financial's portfolio in Q2 2026, its #302 holding.
253 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.