MEG
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Millstone Evans Group’s Federal Agricultural Mortgage AGM Stock Holding History

Millstone Evans 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 		$15.1K Hold
76
– – 0.01% 539
2026
Q1 		$11.3K Buy
76
+57
+300% +$9.32K 0.01% 560
2025
Q4 		$3.34K Hold
19
– – ﹤0.01% 701
2025
Q3 		$3.19K Buy
+19
New +$3.56K ﹤0.01% 690

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Millstone Evans Group's AGM Position: Q2 2026 in Review

Millstone Evans Group held its Federal Agricultural Mortgage (AGM) position steady in Q2 2026 at 76 shares worth $15.1K. The position accounts for 0.01% of the portfolio, ranked #539.

Millstone Evans Group first reported a position in AGM in Q3 2025 and has held it in 4 quarters since. 190 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Millstone Evans Group held 76 shares of Federal Agricultural Mortgage worth $15.1K as of Q2 2026.
  • Millstone Evans Group left its Federal Agricultural Mortgage share count unchanged in Q2 2026.
  • Federal Agricultural Mortgage made up 0.01% of Millstone Evans Group's portfolio in Q2 2026, its #539 holding.
  • Millstone Evans Group first reported a position in Federal Agricultural Mortgage in Q3 2025 and has held it in 4 quarters since.
  • 190 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.