MFG
AGM icon

Merit Financial Group’s Federal Agricultural Mortgage AGM Stock Holding History

Merit Financial Group’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 Buy
+1,476
New +$259K ﹤0.01% 1824
2026
Q1 		– Sell
-1,277
Closed -$224K – 2119
2025
Q4 		$224K Sell
1,277
-10
-0.8% -$1.68K ﹤0.01% 1751
2025
Q3 		$216K Buy
1,287
+85
+7% +$15.9K ﹤0.01% 1628
2025
Q2 		$234K Buy
+1,202
New +$221K ﹤0.01% 1472

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

Merit Financial Group's AGM Position: Q2 2026 in Review

Merit Financial Group opened a new position in Federal Agricultural Mortgage (AGM) in Q2 2026: 1,476 shares worth $294K. The stake represents ﹤0.01% of the portfolio and ranks #1824 among its holdings. This is a return to the name: Merit Financial Group previously reported a position in AGM as recently as Q4 2025.

Merit Financial Group first reported a position in AGM in Q2 2025 and has held it in 4 quarters since. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Merit Financial Group held 1,476 shares of Federal Agricultural Mortgage worth $294K as of Q2 2026.
  • Federal Agricultural Mortgage was a new Merit Financial Group position in Q2 2026.
  • Federal Agricultural Mortgage made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1824 holding.
  • Merit Financial Group first reported a position in Federal Agricultural Mortgage in Q2 2025 and has held it in 4 quarters since.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.