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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 $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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Orion Portfolio Solutions's AGM Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Federal Agricultural Mortgage (AGM) stake by 2.7% in Q1 2025, selling an estimated $9.81K and leaving 1,773 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

Orion Portfolio Solutions first reported a position in AGM in Q1 2023 and has held it in 9 quarters since. The position peaked at $447K in Q4 2023. 247 funds tracked by Wall St. Rank hold AGM as of Q1 2025.

  • Orion Portfolio Solutions held 1,773 shares of Federal Agricultural Mortgage worth $332K as of Q1 2025.
  • Orion Portfolio Solutions sold 50 Federal Agricultural Mortgage shares in Q1 2025, an estimated $9.81K.
  • Federal Agricultural Mortgage made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1585 holding.
  • Orion Portfolio Solutions first reported a position in Federal Agricultural Mortgage in Q1 2023 and has held it in 9 quarters since.
  • Orion Portfolio Solutions's Federal Agricultural Mortgage position peaked at $447K in Q4 2023.
  • 247 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.