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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
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

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

Essential Partners's AGM Position: Q2 2026 in Review

Essential Partners increased its Federal Agricultural Mortgage (AGM) stake by 400% in Q2 2026, buying an estimated $701 and bringing the position to 5 shares worth $996. The position accounts for ﹤0.01% of the portfolio, ranked #2249.

Essential Partners first reported a position in AGM in Q3 2025 and has held it in 4 quarters since. The position peaked at $24.9K in Q3 2025. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Essential Partners held 5 shares of Federal Agricultural Mortgage worth $996 as of Q2 2026.
  • Essential Partners bought 4 Federal Agricultural Mortgage shares in Q2 2026, an estimated $701.
  • Federal Agricultural Mortgage made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2249 holding.
  • Essential Partners first reported a position in Federal Agricultural Mortgage in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's Federal Agricultural Mortgage position peaked at $24.9K in Q3 2025.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.