Global Retirement Partners’s Federal Agricultural Mortgage AGM Stock Holding History

Global Retirement Partners’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	$848K	Buy	+4,256	New	+$746K	0.01%	813
2025 Q4	$760K	Buy	4,329 +324	+8%	+$54.5K	0.01%	751
2025 Q3	$673K	Buy	4,005 +35	+0.9%	+$6.55K	0.02%	665
2025 Q2	$771K	Buy	+3,970	New	+$729K	0.02%	577
2024 Q4	$770K	Buy	3,909 +28	+0.7%	+$5.55K	0.02%	508
2024 Q3	$727K	Buy	3,881 +29	+0.8%	+$5.54K	0.02%	526
2024 Q2	$697K	Buy	3,852 +30	+0.8%	+$5.42K	0.02%	518
2024 Q1	$753K	Buy	3,822 +27	+0.7%	+$5.02K	0.03%	427
2023 Q4	$681K	Buy	3,795 +21	+0.6%	+$3.42K	0.03%	423
2023 Q3	$567K	Buy	3,774 +26	+0.7%	+$4.21K	0.03%	408
2023 Q2	$539K	Buy	3,748 +29	+0.8%	+$3.98K	0.03%	433
2023 Q1	$472K	Buy	3,719 +61	+2%	+$8.01K	0.03%	443
2022 Q4	$412K	Hold	3,658	–	–	0.03%	406
2022 Q3	$421K	Buy	3,658 +35	+1%	+$3.71K	0.03%	392
2022 Q2	$354K	Buy	3,623 +36	+1%	+$3.7K	0.03%	421
2022 Q1	$367K	Buy	+3,587	New	+$439K	0.03%	407

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

Global Retirement Partners's AGM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Federal Agricultural Mortgage (AGM) in Q2 2026: 4,256 shares worth $848K. The stake represents 0.01% of the portfolio and ranks #813 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AGM as recently as Q4 2025.

Global Retirement Partners first reported a position in AGM in Q1 2022 and has held it in 16 quarters since. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

Global Retirement Partners held 4,256 shares of Federal Agricultural Mortgage worth $848K as of Q2 2026.
Federal Agricultural Mortgage was a new Global Retirement Partners position in Q2 2026.
Federal Agricultural Mortgage made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #813 holding.
Global Retirement Partners first reported a position in Federal Agricultural Mortgage in Q1 2022 and has held it in 16 quarters since.
255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.