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LPL Financial’s
Federal Agricultural Mortgage
AGM
Stock Holding History
LPL Financial’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
$2.23M
Buy
15,042
+4,101
+37%
+$671K
﹤0.01%
3397
2025
Q4
$1.92M
Buy
10,941
+2,933
+37%
+$493K
﹤0.01%
3453
2025
Q3
$1.35M
Buy
8,008
+578
+8%
+$108K
﹤0.01%
3714
2025
Q2
$1.44M
Sell
7,430
-571
-7%
-$105K
﹤0.01%
3419
2025
Q1
$1.5M
Sell
8,001
-792
-9%
-$155K
﹤0.01%
3205
2024
Q4
$1.73M
Buy
8,793
+874
+11%
+$173K
﹤0.01%
2991
2024
Q3
$1.48M
Sell
7,919
-596
-7%
-$114K
﹤0.01%
3013
2024
Q2
$1.54M
Buy
8,515
+11
+0.1%
+$1.99K
﹤0.01%
2844
2024
Q1
$1.67M
Buy
8,504
+1,232
+17%
+$229K
﹤0.01%
2697
2023
Q4
$1.39M
Buy
7,272
+68
+0.9%
+$11.1K
﹤0.01%
2749
2023
Q3
$1.11M
Buy
7,204
+4,178
+138%
+$676K
﹤0.01%
2805
2023
Q2
$435K
Sell
3,026
-371
-11%
-$50.9K
﹤0.01%
3553
2023
Q1
$452K
Buy
+3,397
New
+$446K
﹤0.01%
3417
Other funds holding AGM
BlackRock
New York
$5.7T 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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