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 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

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

Ipswich Investment Management's AGM Position: Q2 2026 in Review

Ipswich Investment Management opened a new position in Federal Agricultural Mortgage (AGM) in Q2 2026: 1,520 shares worth $303K. The stake represents 0.06% of the portfolio and ranks #156 among its holdings. This is a return to the name: Ipswich Investment Management previously reported a position in AGM as recently as Q4 2025.

Ipswich Investment Management first reported a position in AGM in Q4 2020 and has held it in 21 quarters since. The position peaked at $335K in Q4 2021. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

Ipswich Investment Management held 1,520 shares of Federal Agricultural Mortgage worth $303K as of Q2 2026.
Federal Agricultural Mortgage was a new Ipswich Investment Management position in Q2 2026.
Federal Agricultural Mortgage made up 0.06% of Ipswich Investment Management's portfolio in Q2 2026, its #156 holding.
Ipswich Investment Management first reported a position in Federal Agricultural Mortgage in Q4 2020 and has held it in 21 quarters since.
Ipswich Investment Management's Federal Agricultural Mortgage position peaked at $335K in Q4 2021.
255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.