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Personal CFO Solutions’s Federal Agricultural Mortgage AGM Stock Holding History

Personal CFO 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
2026
Q2 		$280K Buy
1,403
+7
+0.5% +$1.23K 0.04% 421
2026
Q1 		$207K Sell
1,396
-44
-3% -$7.2K 0.03% 500
2025
Q4 		$253K Sell
1,440
-65
-4% -$10.9K 0.04% 428
2025
Q3 		$253K Sell
1,505
-24
-2% -$4.49K 0.04% 408
2025
Q2 		$297K Sell
1,529
-12
-0.8% -$2.2K 0.06% 336
2025
Q1 		$289K Sell
1,541
-34
-2% -$6.67K 0.06% 327
2024
Q4 		$310K Sell
1,575
-54
-3% -$10.7K 0.06% 310
2024
Q3 		$305K Sell
1,629
-2
-0.1% -$382 0.04% 418
2024
Q2 		$295K Sell
1,631
-83
-5% -$15K 0.05% 387
2024
Q1 		$337K Buy
1,714
+8
+0.5% +$1.49K 0.05% 363
2023
Q4 		$326K Buy
1,706
+17
+1% +$2.77K 0.06% 350
2023
Q3 		$261K Sell
1,689
-244
-13% -$39.5K 0.05% 360
2023
Q2 		$278K Buy
1,933
+50
+3% +$6.86K 0.06% 348
2023
Q1 		$251K Sell
1,883
-240
-11% -$31.5K 0.05% 365
2022
Q4 		$239K Buy
+2,123
New +$244K 0.05% 365
2022
Q2 		– Sell
-2,013
Closed -$218K – 432
2022
Q1 		$218K Buy
2,013
+93
+5% +$11.4K 0.04% 421
2021
Q4 		$238K Sell
1,920
-342
-15% -$42.1K 0.04% 398
2021
Q3 		$245K Buy
2,262
+92
+4% +$9.12K 0.05% 370
2021
Q2 		$215K Sell
2,170
-401
-16% -$40.7K 0.04% 395
2021
Q1 		$259K Buy
+2,571
New +$222K 0.06% 304

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

Personal CFO Solutions's AGM Position: Q2 2026 in Review

Personal CFO Solutions increased its Federal Agricultural Mortgage (AGM) stake by 0.5% in Q2 2026, buying an estimated $1.23K and bringing the position to 1,403 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #421.

Personal CFO Solutions first reported a position in AGM in Q1 2021 and has held it in 20 quarters since. The position peaked at $337K in Q1 2024. 257 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Personal CFO Solutions held 1,403 shares of Federal Agricultural Mortgage worth $280K as of Q2 2026.
  • Personal CFO Solutions bought 7 Federal Agricultural Mortgage shares in Q2 2026, an estimated $1.23K.
  • Federal Agricultural Mortgage made up 0.04% of Personal CFO Solutions's portfolio in Q2 2026, its #421 holding.
  • Personal CFO Solutions first reported a position in Federal Agricultural Mortgage in Q1 2021 and has held it in 20 quarters since.
  • Personal CFO Solutions's Federal Agricultural Mortgage position peaked at $337K in Q1 2024.
  • 257 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.