MassMutual Private Wealth & Trust’s Federal Agricultural Mortgage AGM Stock Holding History

MassMutual Private Wealth & Trust’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 Q3	$4.14K	Sell	20 -9	-31%	-$1.97K	﹤0.01%	1682
2026 Q2	$5.78K	Buy	29 +9	+45%	+$1.58K	﹤0.01%	1620
2026 Q1	$2.97K	Hold	20	–	–	﹤0.01%	1864
2025 Q4	$3.51K	Hold	20	–	–	﹤0.01%	1817
2025 Q3	$3.36K	Hold	20	–	–	﹤0.01%	1824
2025 Q2	$3.89K	Hold	20	–	–	﹤0.01%	1730
2025 Q1	$3.75K	Hold	20	–	–	﹤0.01%	1706
2024 Q4	$3.94K	Hold	20	–	–	﹤0.01%	1614
2024 Q3	$3.75K	Buy	+20	New	+$3.82K	﹤0.01%	1468
2023 Q1	–	Sell	-25	Closed	-$3K	–	1801
2022 Q4	$3K	Hold	25	–	–	﹤0.01%	1115
2022 Q3	$2K	Buy	+25	New	+$2.65K	﹤0.01%	1160

Other funds holding AGM

ACL

Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return

IIM

Ipswich Investment Management Beverly, Massachusetts $468M AUM 31.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RWS

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

MassMutual Private Wealth & Trust's AGM Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Federal Agricultural Mortgage (AGM) stake by 31% in Q3 2026, selling an estimated $1.97K and leaving 20 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

MassMutual Private Wealth & Trust first reported a position in AGM in Q3 2022 and has held it in 11 quarters since. The position peaked at $5.78K in Q2 2026. 10 funds tracked by Wall St. Rank hold AGM as of Q3 2026.

MassMutual Private Wealth & Trust held 20 shares of Federal Agricultural Mortgage worth $4.14K as of Q3 2026.
MassMutual Private Wealth & Trust sold 9 Federal Agricultural Mortgage shares in Q3 2026, an estimated $1.97K.
Federal Agricultural Mortgage made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1682 holding.
MassMutual Private Wealth & Trust first reported a position in Federal Agricultural Mortgage in Q3 2022 and has held it in 11 quarters since.
MassMutual Private Wealth & Trust's Federal Agricultural Mortgage position peaked at $5.78K in Q2 2026.
10 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.