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Fortis Capital Advisors’s Federal Agricultural Mortgage AGM Stock Holding History

Fortis Capital 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 		$395K Sell
1,983
-1,087
-35% -$190K 0.04% 283
2026
Q1 		$455K Sell
3,070
-12
-0.4% -$1.96K 0.06% 242
2025
Q4 		$541K Sell
3,082
-416
-12% -$70K 0.08% 189
2025
Q3 		$588K Buy
3,498
+3
+0.1% +$562 0.09% 168
2025
Q2 		$679K Sell
3,495
-2,811
-45% -$516K 0.12% 132
2025
Q1 		$1.18M Sell
6,306
-703
-10% -$138K 0.24% 71
2024
Q4 		$1.38M Buy
7,009
+8
+0.1% +$1.59K 0.47% 45
2024
Q3 		$1.31M Sell
7,001
-8,667
-55% -$1.65M 0.44% 45
2024
Q2 		$2.83M Sell
15,668
-15
-0.1% -$2.71K 1.02% 16
2024
Q1 		$3.09M Buy
15,683
+4,643
+42% +$864K 1.3% 15
2023
Q4 		$2.11M Buy
11,040
+5
+0% +$813 1.13% 17
2023
Q3 		$1.7M Sell
11,035
-17
-0.2% -$2.75K 1.09% 19
2023
Q2 		$1.59M Sell
11,052
-13,518
-55% -$1.85M 0.93% 23
2023
Q1 		$3.27M Sell
24,570
-24
-0.1% -$3.15K 1.75% 11
2022
Q4 		$2.77M Buy
+24,594
New +$2.83M 1.65% 11

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

Fortis Capital Advisors's AGM Position: Q2 2026 in Review

Fortis Capital Advisors reduced its Federal Agricultural Mortgage (AGM) stake by 35% in Q2 2026, selling an estimated $190K and leaving 1,983 shares worth $395K. The position accounts for 0.04% of the portfolio, ranked #283.

Fortis Capital Advisors first reported a position in AGM in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.27M in Q1 2023. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Fortis Capital Advisors held 1,983 shares of Federal Agricultural Mortgage worth $395K as of Q2 2026.
  • Fortis Capital Advisors sold 1,087 Federal Agricultural Mortgage shares in Q2 2026, an estimated $190K.
  • Federal Agricultural Mortgage made up 0.04% of Fortis Capital Advisors's portfolio in Q2 2026, its #283 holding.
  • Fortis Capital Advisors first reported a position in Federal Agricultural Mortgage in Q4 2022 and has held it in 15 quarters since.
  • Fortis Capital Advisors's Federal Agricultural Mortgage position peaked at $3.27M in Q1 2023.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.