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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
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 $5.7T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return