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Kingsview Wealth Management’s Federal Agricultural Mortgage AGM Stock Holding History

Kingsview Wealth 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
2025
Q4 		– Sell
-20,517
Closed -$3.45M – 1232
2025
Q3 		$3.45M Buy
+20,517
New +$3.84M 0.05% 340

Other funds holding AGM

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kingsview Wealth Management's AGM Position: Q4 2025 in Review

Kingsview Wealth Management sold out of Federal Agricultural Mortgage (AGM) in Q4 2025, closing a stake of 20,517 shares — an estimated $3.45M sold.

Kingsview Wealth Management first reported a position in AGM in Q3 2025 and held it in 1 quarter. The position peaked at $3.45M in Q3 2025. 235 funds tracked by Wall St. Rank hold AGM as of Q4 2025.

  • Kingsview Wealth Management reported no remaining Federal Agricultural Mortgage position as of Q4 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 20,517 Federal Agricultural Mortgage shares in Q4 2025, an estimated $3.45M.
  • Kingsview Wealth Management first reported a position in Federal Agricultural Mortgage in Q3 2025 and held it in 1 quarter.
  • Kingsview Wealth Management's Federal Agricultural Mortgage position peaked at $3.45M in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q4 2025.

Based on Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.