Everett Harris & Co’s Federal Agricultural Mortgage AGM Stock Holding History

Everett Harris & Co’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	–	Sell	-4,772	Closed	-$708K	–	294
2026 Q1	$708K	Hold	4,772	–	–	0.01%	192
2025 Q4	$838K	Hold	4,772	–	–	0.01%	178
2025 Q3	$802K	Hold	4,772	–	–	0.01%	180
2025 Q2	$927K	Hold	4,772	–	–	0.01%	164
2025 Q1	$895K	Sell	4,772 -275	-5%	-$54K	0.01%	157
2024 Q4	$994K	Hold	5,047	–	–	0.01%	138
2024 Q3	$946K	Hold	5,047	–	–	0.01%	142
2024 Q2	$913K	Hold	5,047	–	–	0.01%	138
2024 Q1	$994K	Hold	5,047	–	–	0.01%	140
2023 Q4	$965K	Hold	5,047	–	–	0.01%	136
2023 Q3	$779K	Hold	5,047	–	–	0.01%	142
2023 Q2	$725K	Hold	5,047	–	–	0.01%	149
2023 Q1	$672K	Hold	5,047	–	–	0.01%	152
2022 Q4	$569K	Hold	5,047	–	–	0.01%	158
2022 Q3	$500K	Hold	5,047	–	–	0.01%	168
2022 Q2	$493K	Buy	+5,047	New	+$519K	0.01%	182

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

Everett Harris & Co's AGM Position: Q2 2026 in Review

Everett Harris & Co sold out of Federal Agricultural Mortgage (AGM) in Q2 2026, closing a stake of 4,772 shares — an estimated $708K sold.

Everett Harris & Co first reported a position in AGM in Q2 2022 and held it in 16 quarters. The position peaked at $994K in Q4 2024. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

Everett Harris & Co reported no remaining Federal Agricultural Mortgage position as of Q2 2026 after selling out during the quarter.
Everett Harris & Co sold 4,772 Federal Agricultural Mortgage shares in Q2 2026, an estimated $708K.
Everett Harris & Co first reported a position in Federal Agricultural Mortgage in Q2 2022 and held it in 16 quarters.
Everett Harris & Co's Federal Agricultural Mortgage position peaked at $994K in Q4 2024.
255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.