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Perigon Wealth Management’s Federal Agricultural Mortgage AGM Stock Holding History

Perigon Wealth Management’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 		– Sell
-2,132
Closed -$316K – 1440
2026
Q1 		$316K Buy
2,132
+2
+0.1% +$327 0.01% 1000
2025
Q4 		$374K Buy
+2,130
New +$358K 0.01% 931

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Dimensional Fund Advisors
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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

Perigon Wealth Management's AGM Position: Q2 2026 in Review

Perigon Wealth Management sold out of Federal Agricultural Mortgage (AGM) in Q2 2026, closing a stake of 2,132 shares — an estimated $316K sold.

Perigon Wealth Management first reported a position in AGM in Q4 2025 and held it in 2 quarters. The position peaked at $374K in Q4 2025. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Perigon Wealth Management reported no remaining Federal Agricultural Mortgage position as of Q2 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 2,132 Federal Agricultural Mortgage shares in Q2 2026, an estimated $316K.
  • Perigon Wealth Management first reported a position in Federal Agricultural Mortgage in Q4 2025 and held it in 2 quarters.
  • Perigon Wealth Management's Federal Agricultural Mortgage position peaked at $374K in Q4 2025.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.