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Essential Partners’s Federal Agricultural Mortgage AGM Stock Holding History

Essential Partners’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
Q3 		$2.69K Buy
13
+8
+160% +$1.75K ﹤0.01% 1800
2026
Q2 		$996 Buy
5
+4
+400% +$701 ﹤0.01% 2249
2026
Q1 		$148 Sell
1
-2
-67% -$327 ﹤0.01% 2660
2025
Q4 		$527 Sell
3
-145
-98% -$24.4K ﹤0.01% 2219
2025
Q3 		$24.9K Buy
+148
New +$27.7K 0.01% 819

Other funds holding AGM

CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
IIM
Ipswich Investment Management Beverly, Massachusetts $468M AUM 31.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
DF
Downshift Financial Boulder, Colorado $232M AUM 12.86% 1-Year Est. Return

Essential Partners's AGM Position: Q3 2026 in Review

Essential Partners increased its Federal Agricultural Mortgage (AGM) stake by 160% in Q3 2026, buying an estimated $1.75K and bringing the position to 13 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

Essential Partners first reported a position in AGM in Q3 2025 and has held it in 5 quarters since. The position peaked at $24.9K in Q3 2025. 14 funds tracked by Wall St. Rank hold AGM as of Q3 2026.

  • Essential Partners held 13 shares of Federal Agricultural Mortgage worth $2.69K as of Q3 2026.
  • Essential Partners bought 8 Federal Agricultural Mortgage shares in Q3 2026, an estimated $1.75K.
  • Federal Agricultural Mortgage made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1800 holding.
  • Essential Partners first reported a position in Federal Agricultural Mortgage in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Federal Agricultural Mortgage position peaked at $24.9K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.