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

CCM

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 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

FFA

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 Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Downshift Financial Boulder, Colorado $232M AUM 12.86% 1-Year Est. Return

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.