LPL Financial
AGM icon

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
Q2 		$3.13M Buy
15,711
+669
+4% +$117K ﹤0.01% 3264
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
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

LPL Financial's AGM Position: Q2 2026 in Review

LPL Financial increased its Federal Agricultural Mortgage (AGM) stake by 4.4% in Q2 2026, buying an estimated $117K and bringing the position to 15,711 shares worth $3.13M. The position accounts for ﹤0.01% of the portfolio, ranked #3264.

LPL Financial first reported a position in AGM in Q1 2023 and has held it in 14 quarters since. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • LPL Financial held 15,711 shares of Federal Agricultural Mortgage worth $3.13M as of Q2 2026.
  • LPL Financial bought 669 Federal Agricultural Mortgage shares in Q2 2026, an estimated $117K.
  • Federal Agricultural Mortgage made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3264 holding.
  • LPL Financial first reported a position in Federal Agricultural Mortgage in Q1 2023 and has held it in 14 quarters since.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.