Mascoma Wealth Management’s Federal Agricultural Mortgage AGM Stock Holding History

Mascoma Wealth 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	$68K	Hold	341	–	–	0.01%	163
2026 Q1	$50.6K	Hold	341	–	–	0.01%	185
2025 Q4	$59.9K	Hold	341	–	–	0.01%	170
2025 Q3	$57.3K	Hold	341	–	–	0.01%	182
2025 Q2	$66.2K	Hold	341	–	–	0.02%	163
2025 Q1	$63.9K	Hold	341	–	–	0.02%	170
2024 Q4	$67.2K	Hold	341	–	–	0.02%	175
2024 Q3	$63.9K	Sell	341 -23	-6%	-$4.39K	0.02%	177
2024 Q2	$65.8K	Hold	364	–	–	0.02%	169
2024 Q1	$71.7K	Hold	364	–	–	0.02%	151
2023 Q4	$69.6K	Hold	364	–	–	0.02%	155
2023 Q3	$56.2K	Hold	364	–	–	0.02%	181
2023 Q2	$63.2K	Hold	364	–	–	0.02%	171
2023 Q1	$48.5K	Hold	364	–	–	0.01%	236
2022 Q4	$41K	Buy	364 +23	+7%	+$2.65K	0.01%	255
2022 Q3	$34K	Hold	341	–	–	0.01%	279
2022 Q2	$33K	Hold	341	–	–	0.01%	291
2022 Q1	$37K	Buy	+341	New	+$41.7K	0.01%	305

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

Mascoma Wealth Management's AGM Position: Q2 2026 in Review

Mascoma Wealth Management held its Federal Agricultural Mortgage (AGM) position steady in Q2 2026 at 341 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #163.

Mascoma Wealth Management first reported a position in AGM in Q1 2022 and has held it in 18 quarters since. The position peaked at $71.7K in Q1 2024. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

Mascoma Wealth Management held 341 shares of Federal Agricultural Mortgage worth $68K as of Q2 2026.
Mascoma Wealth Management left its Federal Agricultural Mortgage share count unchanged in Q2 2026.
Federal Agricultural Mortgage made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #163 holding.
Mascoma Wealth Management first reported a position in Federal Agricultural Mortgage in Q1 2022 and has held it in 18 quarters since.
Mascoma Wealth Management's Federal Agricultural Mortgage position peaked at $71.7K in Q1 2024.
255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.