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AGM icon

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
Q2 		$102K Buy
510
+4
+0.8% +$701 ﹤0.01% 2946
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

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

NewEdge Advisors's AGM Position: Q2 2026 in Review

NewEdge Advisors increased its Federal Agricultural Mortgage (AGM) stake by 0.79% in Q2 2026, buying an estimated $701 and bringing the position to 510 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #2946.

NewEdge Advisors first reported a position in AGM in Q4 2021 and has held it in 16 quarters since. The position peaked at $549K in Q4 2021. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • NewEdge Advisors held 510 shares of Federal Agricultural Mortgage worth $102K as of Q2 2026.
  • NewEdge Advisors bought 4 Federal Agricultural Mortgage shares in Q2 2026, an estimated $701.
  • Federal Agricultural Mortgage made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2946 holding.
  • NewEdge Advisors first reported a position in Federal Agricultural Mortgage in Q4 2021 and has held it in 16 quarters since.
  • NewEdge Advisors's Federal Agricultural Mortgage position peaked at $549K in Q4 2021.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.