Focus Partners Wealth
AGM icon

Focus Partners Wealth’s Federal Agricultural Mortgage AGM Stock Holding History

Focus Partners Wealth’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 		$274K Buy
+1,376
New +$241K ﹤0.01% 2319
2026
Q1 		– Sell
-1,236
Closed -$217K – 2649
2025
Q4 		$217K Sell
1,236
-15,665
-93% -$2.63M ﹤0.01% 2410
2025
Q3 		$592K Buy
16,901
+15,745
+1,362% +$2.95M ﹤0.01% 1545
2025
Q2 		$225K Buy
1,156
+2
+0.2% +$367 ﹤0.01% 1812
2025
Q1 		$216K Sell
1,154
-48
-4% -$9.42K ﹤0.01% 1720
2024
Q4 		$237K Buy
+1,202
New +$238K ﹤0.01% 1656
2024
Q2 		– Sell
-1,037
Closed -$204K – 1234
2024
Q1 		$204K Buy
+1,037
New +$193K ﹤0.01% 935

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

Focus Partners Wealth's AGM Position: Q2 2026 in Review

Focus Partners Wealth opened a new position in Federal Agricultural Mortgage (AGM) in Q2 2026: 1,376 shares worth $274K. The stake represents ﹤0.01% of the portfolio and ranks #2319 among its holdings. This is a return to the name: Focus Partners Wealth previously reported a position in AGM as recently as Q4 2025.

Focus Partners Wealth first reported a position in AGM in Q1 2024 and has held it in 7 quarters since. The position peaked at $592K in Q3 2025. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Focus Partners Wealth held 1,376 shares of Federal Agricultural Mortgage worth $274K as of Q2 2026.
  • Federal Agricultural Mortgage was a new Focus Partners Wealth position in Q2 2026.
  • Federal Agricultural Mortgage made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2319 holding.
  • Focus Partners Wealth first reported a position in Federal Agricultural Mortgage in Q1 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's Federal Agricultural Mortgage position peaked at $592K in Q3 2025.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.