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Empirical Finance’s Federal Agricultural Mortgage AGM Stock Holding History

Empirical Finance’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 		$7.06M Sell
35,436
-6,156
-15% -$1.08M 0.29% 64
2026
Q1 		$6.17M Buy
41,592
+19,217
+86% +$3.14M 0.29% 72
2025
Q4 		$3.93M Buy
22,375
+6,000
+37% +$1.01M 0.19% 104
2025
Q3 		$2.75M Buy
16,375
+4,690
+40% +$878K 0.13% 143
2025
Q2 		$2.27M Buy
11,685
+2,766
+31% +$508K 0.12% 165
2025
Q1 		$1.67M Buy
+8,919
New +$1.75M 0.1% 183

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Empirical Finance's AGM Position: Q2 2026 in Review

Empirical Finance reduced its Federal Agricultural Mortgage (AGM) stake by 15% in Q2 2026, selling an estimated $1.08M and leaving 35,436 shares worth $7.06M. The position accounts for 0.29% of the portfolio, ranked #64.

Empirical Finance first reported a position in AGM in Q1 2025 and has held it in 6 quarters since. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Empirical Finance held 35,436 shares of Federal Agricultural Mortgage worth $7.06M as of Q2 2026.
  • Empirical Finance sold 6,156 Federal Agricultural Mortgage shares in Q2 2026, an estimated $1.08M.
  • Federal Agricultural Mortgage made up 0.29% of Empirical Finance's portfolio in Q2 2026, its #64 holding.
  • Empirical Finance first reported a position in Federal Agricultural Mortgage in Q1 2025 and has held it in 6 quarters since.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.