Laurel Wealth Advisors (North Carolina)’s Federal Agricultural Mortgage AGM Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q1	–	Sell	-7	Closed	-$1.23K	–	202
2025 Q4	$1.23K	Buy	+7	New	+$1.18K	﹤0.01%	631
2025 Q2	–	Sell	-7	Closed	-$1.31K	–	200
2025 Q1	$1.31K	Hold	7	–	–	﹤0.01%	618
2024 Q4	$1.38K	Hold	7	–	–	﹤0.01%	641
2024 Q3	$1.31K	Buy	+7	New	+$1.34K	﹤0.01%	610

Other funds holding AGM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s AGM Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Federal Agricultural Mortgage (AGM) in Q1 2026, closing a stake of 7 shares — an estimated $1.23K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in AGM in Q3 2024 and held it in 4 quarters. The position peaked at $1.38K in Q4 2024. 232 funds tracked by Wall St. Rank hold AGM as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Federal Agricultural Mortgage position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 7 Federal Agricultural Mortgage shares in Q1 2026, an estimated $1.23K.
Laurel Wealth Advisors (North Carolina) first reported a position in Federal Agricultural Mortgage in Q3 2024 and held it in 4 quarters.
Laurel Wealth Advisors (North Carolina)'s Federal Agricultural Mortgage position peaked at $1.38K in Q4 2024.
232 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.