MAI Capital Management’s Federal Agricultural Mortgage AGM Stock Holding History

MAI Capital Management’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	$294K	Sell	1,475 -112	-7%	-$19.6K	﹤0.01%	1605
2026 Q1	$235K	Sell	1,587 -146	-8%	-$23.9K	﹤0.01%	1383
2025 Q4	$304K	Sell	1,733 -234	-12%	-$39.4K	﹤0.01%	1149
2025 Q3	$330K	Buy	1,967 +617	+46%	+$116K	﹤0.01%	1064
2025 Q2	$262K	Hold	1,350	–	–	﹤0.01%	1062
2025 Q1	$253K	Hold	1,350	–	–	﹤0.01%	1033
2024 Q4	$266K	Sell	1,350 -300	-18%	-$59.5K	﹤0.01%	1038
2024 Q3	$309K	Sell	1,650 -17	-1%	-$3.25K	﹤0.01%	867
2024 Q2	$301K	Buy	1,667 +17	+1%	+$3.07K	﹤0.01%	992
2024 Q1	$325K	Hold	1,650	–	–	﹤0.01%	949
2023 Q4	$316K	Hold	1,650	–	–	﹤0.01%	852
2023 Q3	$255K	Hold	1,650	–	–	﹤0.01%	884
2023 Q2	$237K	Hold	1,650	–	–	﹤0.01%	906
2023 Q1	$220K	Buy	+1,650	New	+$217K	﹤0.01%	910
2022 Q1	–	Sell	-1,802	Closed	-$223K	–	923
2021 Q4	$223K	Buy	+1,802	New	+$222K	﹤0.01%	796

Other funds holding AGM

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

MAI Capital Management's AGM Position: Q2 2026 in Review

MAI Capital Management reduced its Federal Agricultural Mortgage (AGM) stake by 7.1% in Q2 2026, selling an estimated $19.6K and leaving 1,475 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

MAI Capital Management first reported a position in AGM in Q4 2021 and has held it in 15 quarters since. The position peaked at $330K in Q3 2025. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

MAI Capital Management held 1,475 shares of Federal Agricultural Mortgage worth $294K as of Q2 2026.
MAI Capital Management sold 112 Federal Agricultural Mortgage shares in Q2 2026, an estimated $19.6K.
Federal Agricultural Mortgage made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1605 holding.
MAI Capital Management first reported a position in Federal Agricultural Mortgage in Q4 2021 and has held it in 15 quarters since.
MAI Capital Management's Federal Agricultural Mortgage position peaked at $330K in Q3 2025.
255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.