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NewEdge Advisors’s
Federal Agricultural Mortgage
AGM
Stock Holding History
NewEdge Advisors’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
Q1
$75K
Sell
506
-115
-19%
-$18.8K
﹤0.01%
2833
2025
Q4
$109K
Buy
621
+4
+0.6%
+$673
﹤0.01%
2740
2025
Q3
$104K
Buy
617
+4
+0.7%
+$749
﹤0.01%
2593
2025
Q2
$119K
Sell
613
-16
-3%
-$2.94K
﹤0.01%
2366
2025
Q1
$118K
Sell
629
-37
-6%
-$7.26K
﹤0.01%
2246
2024
Q4
$131K
Buy
666
+4
+0.6%
+$794
﹤0.01%
2199
2024
Q3
$124K
Buy
662
+4
+0.6%
+$764
﹤0.01%
2129
2024
Q2
$119K
Buy
658
+4
+0.6%
+$722
﹤0.01%
2068
2024
Q1
$129K
Buy
654
+7
+1%
+$1.3K
﹤0.01%
1988
2023
Q4
$124K
Buy
647
+93
+17%
+$15.1K
﹤0.01%
1875
2023
Q3
$85.5K
Buy
554
+18
+3%
+$2.91K
﹤0.01%
1896
2023
Q2
$77.1K
Buy
536
+18
+3%
+$2.47K
﹤0.01%
1939
2023
Q1
$69K
Sell
518
-73
-12%
-$9.59K
﹤0.01%
1876
2022
Q4
$9.19K
Buy
+591
New
+$68K
﹤0.01%
2400
2022
Q1
–
Sell
-4,432
Closed
-$549K
–
1159
2021
Q4
$549K
Buy
+4,432
New
+$545K
0.01%
1027
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30.48%
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$52.5B AUM
27.12%
1-Year Est. Return
VCM
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$4.04T AUM
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
Principal Financial Group
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$187B AUM
18.48%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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