Osaic Holdings
AGM icon

Osaic Holdings’s Federal Agricultural Mortgage AGM Stock Holding History

Osaic Holdings’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 		$296K Buy
1,477
+64
+5% +$11.2K ﹤0.01% 4100
2026
Q1 		$211K Sell
1,413
-315
-18% -$51.5K ﹤0.01% 4100
2025
Q4 		$305K Buy
1,728
+389
+29% +$65.4K ﹤0.01% 3792
2025
Q3 		$264K Buy
1,339
+535
+67% +$100K ﹤0.01% 3985
2025
Q2 		$157K Buy
804
+376
+88% +$69K ﹤0.01% 4134
2025
Q1 		$80.3K Sell
428
-82
-16% -$16.1K ﹤0.01% 4340
2024
Q4 		$100K Sell
510
-88
-15% -$17.5K ﹤0.01% 4165
2024
Q3 		$112K Sell
598
-368
-38% -$70.3K ﹤0.01% 4140
2024
Q2 		$175K Sell
966
-213
-18% -$38.5K ﹤0.01% 3673
2024
Q1 		$232K Sell
1,179
-3,792
-76% -$705K ﹤0.01% 3563
2023
Q4 		$952K Sell
4,971
-1,492
-23% -$243K ﹤0.01% 2568
2023
Q3 		$999K Buy
6,463
+897
+16% +$145K ﹤0.01% 2631
2023
Q2 		$802K Sell
5,566
-328
-6% -$45K ﹤0.01% 2717
2023
Q1 		$786K Sell
5,894
-162
-3% -$21.3K ﹤0.01% 2703
2022
Q4 		$684K Buy
6,056
+32
+0.5% +$3.68K ﹤0.01% 2741
2022
Q3 		$599K Buy
6,024
+105
+2% +$11.1K ﹤0.01% 2717
2022
Q2 		$579K Sell
5,919
-529
-8% -$54.4K ﹤0.01% 2776
2022
Q1 		$785K Sell
6,448
-262
-4% -$32K ﹤0.01% 2794
2021
Q4 		$831K Sell
6,710
-104
-2% -$12.8K ﹤0.01% 2572
2021
Q3 		$740K Sell
6,814
-766
-10% -$75.9K ﹤0.01% 2621
2021
Q2 		$751K Sell
7,580
-828
-10% -$84K ﹤0.01% 2601
2021
Q1 		$847K Buy
8,408
+834
+11% +$72K ﹤0.01% 2377
2020
Q4 		$562K Buy
7,574
+384
+5% +$26.7K ﹤0.01% 2534
2020
Q3 		$456K Buy
7,190
+2,402
+50% +$155K ﹤0.01% 2509
2020
Q2 		$306K Buy
4,788
+869
+22% +$53.9K ﹤0.01% 2756
2020
Q1 		$217K Buy
+3,919
New +$279K ﹤0.01% 2795

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

Osaic Holdings's AGM Position: Q2 2026 in Review

Osaic Holdings increased its Federal Agricultural Mortgage (AGM) stake by 4.5% in Q2 2026, buying an estimated $11.2K and bringing the position to 1,477 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #4100.

Osaic Holdings first reported a position in AGM in Q1 2020 and has held it in 26 quarters since. The position peaked at $999K in Q3 2023. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Osaic Holdings held 1,477 shares of Federal Agricultural Mortgage worth $296K as of Q2 2026.
  • Osaic Holdings bought 64 Federal Agricultural Mortgage shares in Q2 2026, an estimated $11.2K.
  • Federal Agricultural Mortgage made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4100 holding.
  • Osaic Holdings first reported a position in Federal Agricultural Mortgage in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Federal Agricultural Mortgage position peaked at $999K in Q3 2023.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.