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Ipswich Investment Management’s Federal Agricultural Mortgage AGM Stock Holding History

Ipswich Investment Management’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
Q3 		$315K Hold
1,520
– – 0.07% 156
2026
Q2 		$303K Buy
+1,520
New +$266K 0.06% 156
2026
Q1 		– Sell
-1,520
Closed -$267K – 186
2025
Q4 		$267K Hold
1,520
– – 0.06% 158
2025
Q3 		$255K Hold
1,520
– – 0.06% 160
2025
Q2 		$295K Hold
1,520
– – 0.07% 154
2025
Q1 		$285K Hold
1,520
– – 0.07% 155
2024
Q4 		$299K Hold
1,520
– – 0.07% 153
2024
Q3 		$285K Hold
1,520
– – 0.07% 165
2024
Q2 		$275K Hold
1,520
– – 0.06% 163
2024
Q1 		$299K Hold
1,520
– – 0.07% 160
2023
Q4 		$291K Hold
1,520
– – 0.07% 158
2023
Q3 		$235K Hold
1,520
– – 0.06% 161
2023
Q2 		$218K Hold
1,520
– – 0.06% 176
2023
Q1 		$202K Buy
+1,520
New +$200K 0.06% 180
2022
Q4 		– Sell
-2,300
Closed -$228K – 180
2022
Q3 		$228K Sell
2,300
-400
-15% -$42.4K 0.07% 158
2022
Q2 		$264K Hold
2,700
– – 0.08% 159
2022
Q1 		$293K Hold
2,700
– – 0.07% 162
2021
Q4 		$335K Hold
2,700
– – 0.08% 163
2021
Q3 		$293K Hold
2,700
– – 0.08% 168
2021
Q2 		$267K Hold
2,700
– – 0.07% 177
2021
Q1 		$272K Hold
2,700
– – 0.08% 163
2020
Q4 		$200K Buy
+2,700
New +$188K 0.06% 172

Other funds holding AGM

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
DF
Downshift Financial Boulder, Colorado $232M AUM 12.86% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Ipswich Investment Management's AGM Position: Q3 2026 in Review

Ipswich Investment Management held its Federal Agricultural Mortgage (AGM) position steady in Q3 2026 at 1,520 shares worth $315K. The position accounts for 0.07% of the portfolio, ranked #156.

Ipswich Investment Management first reported a position in AGM in Q4 2020 and has held it in 22 quarters since. The position peaked at $335K in Q4 2021. 14 funds tracked by Wall St. Rank hold AGM as of Q3 2026.

  • Ipswich Investment Management held 1,520 shares of Federal Agricultural Mortgage worth $315K as of Q3 2026.
  • Ipswich Investment Management left its Federal Agricultural Mortgage share count unchanged in Q3 2026.
  • Federal Agricultural Mortgage made up 0.07% of Ipswich Investment Management's portfolio in Q3 2026, its #156 holding.
  • Ipswich Investment Management first reported a position in Federal Agricultural Mortgage in Q4 2020 and has held it in 22 quarters since.
  • Ipswich Investment Management's Federal Agricultural Mortgage position peaked at $335K in Q4 2021.
  • 14 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2026.

Based on Ipswich Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.