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MPWM Advisory Solutions’s Federal Agricultural Mortgage AGM Stock Holding History

MPWM Advisory Solutions’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
2025
Q2 		– Sell
-5
Closed -$938 – 533
2025
Q1 		$938 Hold
5
– – ﹤0.01% 538
2024
Q4 		$985 Buy
+5
New +$992 ﹤0.01% 545

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

MPWM Advisory Solutions's AGM Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of Federal Agricultural Mortgage (AGM) in Q2 2025, closing a stake of 5 shares — an estimated $938 sold.

MPWM Advisory Solutions first reported a position in AGM in Q4 2024 and held it in 2 quarters. The position peaked at $985 in Q4 2024. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2025.

  • MPWM Advisory Solutions reported no remaining Federal Agricultural Mortgage position as of Q2 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 5 Federal Agricultural Mortgage shares in Q2 2025, an estimated $938.
  • MPWM Advisory Solutions first reported a position in Federal Agricultural Mortgage in Q4 2024 and held it in 2 quarters.
  • MPWM Advisory Solutions's Federal Agricultural Mortgage position peaked at $985 in Q4 2024.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.