Jones Financial Companies
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Jones Financial Companies’s Federal Agricultural Mortgage AGM Stock Holding History

Jones Financial Companies’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 		$20.5K Sell
105
-11
-9% -$1.93K ﹤0.01% 3490
2026
Q1 		$16.4K Sell
116
-82
-41% -$13.4K ﹤0.01% 3370
2025
Q4 		$34.8K Sell
198
-73
-27% -$12.3K ﹤0.01% 2695
2025
Q3 		$46.9K Buy
271
+150
+124% +$28.1K ﹤0.01% 2408
2025
Q2 		$23.9K Hold
121
– – ﹤0.01% 2518
2025
Q1 		$22.8K Buy
121
+15
+14% +$2.94K ﹤0.01% 2381
2024
Q4 		$20.9K Buy
106
+9
+9% +$1.78K ﹤0.01% 2237
2024
Q3 		$18K Buy
97
+15
+18% +$2.86K ﹤0.01% 1987
2024
Q2 		$14.8K Buy
+82
New +$14.8K ﹤0.01% 1630

Other funds holding AGM

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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

Jones Financial Companies's AGM Position: Q2 2026 in Review

Jones Financial Companies reduced its Federal Agricultural Mortgage (AGM) stake by 9.5% in Q2 2026, selling an estimated $1.93K and leaving 105 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3490.

Jones Financial Companies first reported a position in AGM in Q2 2024 and has held it in 9 quarters since. The position peaked at $46.9K in Q3 2025. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Jones Financial Companies held 105 shares of Federal Agricultural Mortgage worth $20.5K as of Q2 2026.
  • Jones Financial Companies sold 11 Federal Agricultural Mortgage shares in Q2 2026, an estimated $1.93K.
  • Federal Agricultural Mortgage made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3490 holding.
  • Jones Financial Companies first reported a position in Federal Agricultural Mortgage in Q2 2024 and has held it in 9 quarters since.
  • Jones Financial Companies's Federal Agricultural Mortgage position peaked at $46.9K in Q3 2025.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.