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EverSource Wealth Advisors’s Federal Agricultural Mortgage AGM Stock Holding History

EverSource Wealth Advisors’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 		$3.39K Sell
17
-83
-83% -$14.5K ﹤0.01% 3475
2026
Q1 		$14.8K Sell
100
-55
-35% -$9K ﹤0.01% 2687
2025
Q4 		$27.2K Sell
155
-44
-22% -$7.4K ﹤0.01% 2179
2025
Q3 		$33.5K Buy
199
+53
+36% +$9.92K ﹤0.01% 1996
2025
Q2 		$28.4K Buy
146
+34
+30% +$6.24K ﹤0.01% 2018
2025
Q1 		$21K Buy
112
+6
+6% +$1.18K ﹤0.01% 1662
2024
Q4 		$20.9K Hold
106
– – ﹤0.01% 1600
2024
Q3 		$19.9K Hold
106
– – ﹤0.01% 1488
2024
Q2 		$21.9K Hold
106
– – ﹤0.01% 1463
2024
Q1 		$19.8K Buy
+106
New +$19.7K ﹤0.01% 1366

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

EverSource Wealth Advisors's AGM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Federal Agricultural Mortgage (AGM) stake by 83% in Q2 2026, selling an estimated $14.5K and leaving 17 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #3475.

EverSource Wealth Advisors first reported a position in AGM in Q1 2024 and has held it in 10 quarters since. The position peaked at $33.5K in Q3 2025. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • EverSource Wealth Advisors held 17 shares of Federal Agricultural Mortgage worth $3.39K as of Q2 2026.
  • EverSource Wealth Advisors sold 83 Federal Agricultural Mortgage shares in Q2 2026, an estimated $14.5K.
  • Federal Agricultural Mortgage made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3475 holding.
  • EverSource Wealth Advisors first reported a position in Federal Agricultural Mortgage in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's Federal Agricultural Mortgage position peaked at $33.5K in Q3 2025.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.