OPS
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Orion Portfolio Solutions’s Federal Agricultural Mortgage AGM Stock Holding History

Orion Portfolio 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
Q1 		$332K Sell
1,773
-50
-3% -$9.81K ﹤0.01% 1585
2024
Q4 		$359K Sell
1,823
-165
-8% -$32.7K ﹤0.01% 1474
2024
Q3 		$373K Sell
1,988
-125
-6% -$23.9K ﹤0.01% 1434
2024
Q2 		$382K Sell
2,113
-105
-5% -$19K ﹤0.01% 1372
2024
Q1 		$437K Sell
2,218
-195
-8% -$36.3K ﹤0.01% 1324
2023
Q4 		$447K Sell
2,413
-98
-4% -$15.9K 0.01% 1259
2023
Q3 		$387K Sell
2,511
-233
-8% -$37.7K ﹤0.01% 1294
2023
Q2 		$394K Sell
2,744
-183
-6% -$25.1K ﹤0.01% 1302
2023
Q1 		$390K Buy
+2,927
New +$384K ﹤0.01% 1240

Other funds holding AGM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return