Envestnet Asset Management
AGM icon

Envestnet Asset Management’s Federal Agricultural Mortgage AGM Stock Holding History

Envestnet Asset 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
2026
Q2 		$15M Sell
75,026
-791
-1% -$139K ﹤0.01% 1662
2026
Q1 		$11.2M Buy
75,817
+10,721
+16% +$1.75M ﹤0.01% 1754
2025
Q4 		$11.4M Sell
65,096
-8,505
-12% -$1.43M ﹤0.01% 1610
2025
Q3 		$12.4M Buy
73,601
+1,551
+2% +$290K ﹤0.01% 1616
2025
Q2 		$14M Sell
72,050
-552
-0.8% -$101K ﹤0.01% 1509
2025
Q1 		$13.6M Buy
72,602
+786
+1% +$154K ﹤0.01% 1446
2024
Q4 		$14.1M Buy
71,816
+3,933
+6% +$780K ﹤0.01% 1409
2024
Q3 		$12.7M Buy
67,883
+2,167
+3% +$414K ﹤0.01% 1464
2024
Q2 		$11.9M Buy
65,716
+1,098
+2% +$198K ﹤0.01% 1445
2024
Q1 		$12.7M Buy
64,618
+5,779
+10% +$1.07M ﹤0.01% 1378
2023
Q4 		$11.3M Buy
58,839
+430
+0.7% +$69.9K ﹤0.01% 1360
2023
Q3 		$9.01M Buy
58,409
+12,053
+26% +$1.95M ﹤0.01% 1444
2023
Q2 		$6.66M Buy
46,356
+3,181
+7% +$436K ﹤0.01% 1539
2023
Q1 		$5.75M Sell
43,175
-788
-2% -$103K ﹤0.01% 1579
2022
Q4 		$4.96M Buy
43,963
+599
+1% +$68.9K ﹤0.01% 1608
2022
Q3 		$4.3M Buy
43,364
+280
+0.6% +$29.7K ﹤0.01% 1601
2022
Q2 		$4.21M Sell
43,084
-243
-0.6% -$25K ﹤0.01% 1622
2022
Q1 		$4.7M Buy
43,327
+1,165
+3% +$142K ﹤0.01% 1646
2021
Q4 		$5.22M Sell
42,162
-373
-0.9% -$45.9K ﹤0.01% 1580
2021
Q3 		$4.62M Buy
42,535
+811
+2% +$80.4K ﹤0.01% 1600
2021
Q2 		$4.13M Sell
41,724
-1,823
-4% -$185K ﹤0.01% 1636
2021
Q1 		$4.39M Buy
43,547
+2,183
+5% +$188K ﹤0.01% 1488
2020
Q4 		$3.07M Buy
41,364
+1,567
+4% +$109K ﹤0.01% 1515
2020
Q3 		$2.53M Buy
39,797
+5,122
+15% +$331K ﹤0.01% 1488
2020
Q2 		$2.22M Buy
34,675
+4,469
+15% +$277K ﹤0.01% 1510
2020
Q1 		$1.68M Buy
30,206
+3,286
+12% +$234K ﹤0.01% 1512
2019
Q4 		$2.25M Buy
26,920
+3,728
+16% +$310K ﹤0.01% 1537
2019
Q3 		$1.89M Buy
23,192
+3,533
+18% +$278K ﹤0.01% 1572
2019
Q2 		$1.43M Buy
19,659
+1,936
+11% +$143K ﹤0.01% 1746
2019
Q1 		$1.28M Buy
17,723
+4,375
+33% +$319K ﹤0.01% 1733
2018
Q4 		$807K Buy
+13,348
New +$886K ﹤0.01% 1872

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

Envestnet Asset Management's AGM Position: Q2 2026 in Review

Envestnet Asset Management reduced its Federal Agricultural Mortgage (AGM) stake by 1% in Q2 2026, selling an estimated $139K and leaving 75,026 shares worth $15M. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

Envestnet Asset Management first reported a position in AGM in Q4 2018 and has held it in 31 quarters since. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Envestnet Asset Management held 75,026 shares of Federal Agricultural Mortgage worth $15M as of Q2 2026.
  • Envestnet Asset Management sold 791 Federal Agricultural Mortgage shares in Q2 2026, an estimated $139K.
  • Federal Agricultural Mortgage made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1662 holding.
  • Envestnet Asset Management first reported a position in Federal Agricultural Mortgage in Q4 2018 and has held it in 31 quarters since.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.