Kestra Private Wealth Services’s Federal Agricultural Mortgage AGM Stock Holding History

Kestra Private Wealth Services’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	$800K	Sell	4,017 -144	-3%	-$25.2K	0.01%	1021
2026 Q1	$617K	Sell	4,161 -204	-5%	-$33.4K	0.01%	1094
2025 Q4	$766K	Buy	4,365 +444	+11%	+$74.7K	0.01%	929
2025 Q3	$659K	Buy	3,921 +250	+7%	+$46.8K	0.01%	967
2025 Q2	$713K	Sell	3,671 -123	-3%	-$22.6K	0.01%	880
2025 Q1	$711K	Buy	3,794 +376	+11%	+$73.8K	0.01%	810
2024 Q4	$673K	Buy	3,418 +707	+26%	+$140K	0.01%	796
2024 Q3	$508K	Buy	+2,711	New	+$518K	0.01%	867

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

Kestra Private Wealth Services's AGM Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Federal Agricultural Mortgage (AGM) stake by 3.5% in Q2 2026, selling an estimated $25.2K and leaving 4,017 shares worth $800K. The position accounts for 0.01% of the portfolio, ranked #1021.

Kestra Private Wealth Services first reported a position in AGM in Q3 2024 and has held it in 8 quarters since. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

Kestra Private Wealth Services held 4,017 shares of Federal Agricultural Mortgage worth $800K as of Q2 2026.
Kestra Private Wealth Services sold 144 Federal Agricultural Mortgage shares in Q2 2026, an estimated $25.2K.
Federal Agricultural Mortgage made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1021 holding.
Kestra Private Wealth Services first reported a position in Federal Agricultural Mortgage in Q3 2024 and has held it in 8 quarters since.
255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.