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Larson Financial Group’s Federal Agricultural Mortgage AGM Stock Holding History

Larson Financial Group’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 		$598 Sell
3
-8
-73% -$1.4K ﹤0.01% 3446
2026
Q1 		$1.63K Hold
11
– – ﹤0.01% 3017
2025
Q4 		$1.93K Hold
11
– – ﹤0.01% 2789
2025
Q3 		$1.85K Buy
11
+3
+38% +$562 ﹤0.01% 2743
2025
Q2 		$1.55K Hold
8
– – ﹤0.01% 2506
2025
Q1 		$1.5K Hold
8
– – ﹤0.01% 2260
2024
Q4 		$1.58K Hold
8
– – ﹤0.01% 1930
2024
Q3 		$1.5K Buy
+8
New +$1.53K ﹤0.01% 1906
2024
Q2 		– Sell
-351
Closed -$69.1K – 2427
2024
Q1 		$69.1K Buy
351
+5
+1% +$930 0.01% 619
2023
Q4 		$66.2K Buy
346
+2
+0.6% +$325 0.01% 572
2023
Q3 		$53K Buy
344
+3
+0.9% +$485 0.01% 594
2023
Q2 		$49K Buy
341
+3
+0.9% +$411 ﹤0.01% 566
2023
Q1 		$45.1K Buy
338
+2
+0.6% +$263 ﹤0.01% 578
2022
Q4 		$37.8K Buy
336
+4
+1% +$460 ﹤0.01% 575
2022
Q3 		$33K Buy
+332
New +$35.2K ﹤0.01% 532

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

Larson Financial Group's AGM Position: Q2 2026 in Review

Larson Financial Group reduced its Federal Agricultural Mortgage (AGM) stake by 73% in Q2 2026, selling an estimated $1.4K and leaving 3 shares worth $598. The position accounts for ﹤0.01% of the portfolio, ranked #3446.

Larson Financial Group first reported a position in AGM in Q3 2022 and has held it in 15 quarters since. The position peaked at $69.1K in Q1 2024. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Larson Financial Group held 3 shares of Federal Agricultural Mortgage worth $598 as of Q2 2026.
  • Larson Financial Group sold 8 Federal Agricultural Mortgage shares in Q2 2026, an estimated $1.4K.
  • Federal Agricultural Mortgage made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3446 holding.
  • Larson Financial Group first reported a position in Federal Agricultural Mortgage in Q3 2022 and has held it in 15 quarters since.
  • Larson Financial Group's Federal Agricultural Mortgage position peaked at $69.1K in Q1 2024.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

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