Pathstone Holdings
AGM icon

Pathstone Holdings’s Federal Agricultural Mortgage AGM Stock Holding History

Pathstone 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 		$209K Buy
+1,048
New +$184K ﹤0.01% 2219
2025
Q1 		– Sell
-1,248
Closed -$246K – 2236
2024
Q4 		$246K Buy
1,248
+5
+0.4% +$992 ﹤0.01% 2062
2024
Q3 		$233K Sell
1,243
-43
-3% -$8.21K ﹤0.01% 2098
2024
Q2 		$233K Sell
1,286
-81
-6% -$14.6K ﹤0.01% 2072
2024
Q1 		$269K Sell
1,367
-67
-5% -$12.5K ﹤0.01% 2003
2023
Q4 		$274K Buy
+1,434
New +$233K ﹤0.01% 1887

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

Pathstone Holdings's AGM Position: Q2 2026 in Review

Pathstone Holdings opened a new position in Federal Agricultural Mortgage (AGM) in Q2 2026: 1,048 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #2219 among its holdings. This is a return to the name: Pathstone Holdings previously reported a position in AGM as recently as Q4 2024.

Pathstone Holdings first reported a position in AGM in Q4 2023 and has held it in 6 quarters since. The position peaked at $274K in Q4 2023. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Pathstone Holdings held 1,048 shares of Federal Agricultural Mortgage worth $209K as of Q2 2026.
  • Federal Agricultural Mortgage was a new Pathstone Holdings position in Q2 2026.
  • Federal Agricultural Mortgage made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #2219 holding.
  • Pathstone Holdings first reported a position in Federal Agricultural Mortgage in Q4 2023 and has held it in 6 quarters since.
  • Pathstone Holdings's Federal Agricultural Mortgage position peaked at $274K in Q4 2023.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

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