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Kingswood Wealth Advisors’s Federal Agricultural Mortgage AGM Stock Holding History

Kingswood Wealth Advisors’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 		$202K Buy
+1,015
New +$178K 0.01% 944
2025
Q1 		– Sell
-1,063
Closed -$209K – 727
2024
Q4 		$209K Buy
+1,063
New +$211K 0.02% 721
2024
Q2 		– Sell
-1,055
Closed -$208K – 654
2024
Q1 		$208K Buy
+1,055
New +$196K 0.02% 572

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Kingswood Wealth Advisors's AGM Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in Federal Agricultural Mortgage (AGM) in Q2 2026: 1,015 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #944 among its holdings. This is a return to the name: Kingswood Wealth Advisors previously reported a position in AGM as recently as Q4 2024.

Kingswood Wealth Advisors first reported a position in AGM in Q1 2024 and has held it in 3 quarters since. The position peaked at $209K in Q4 2024. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Kingswood Wealth Advisors held 1,015 shares of Federal Agricultural Mortgage worth $202K as of Q2 2026.
  • Federal Agricultural Mortgage was a new Kingswood Wealth Advisors position in Q2 2026.
  • Federal Agricultural Mortgage made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #944 holding.
  • Kingswood Wealth Advisors first reported a position in Federal Agricultural Mortgage in Q1 2024 and has held it in 3 quarters since.
  • Kingswood Wealth Advisors's Federal Agricultural Mortgage position peaked at $209K in Q4 2024.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.