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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Personal CFO Solutions's AGM Position: Q1 2026 in Review

Personal CFO Solutions reduced its Federal Agricultural Mortgage (AGM) stake by 3.1% in Q1 2026, selling an estimated $7.2K and leaving 1,396 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #500.

Personal CFO Solutions first reported a position in AGM in Q1 2021 and has held it in 19 quarters since. The position peaked at $337K in Q1 2024. 232 funds tracked by Wall St. Rank hold AGM as of Q1 2026.

  • Personal CFO Solutions held 1,396 shares of Federal Agricultural Mortgage worth $207K as of Q1 2026.
  • Personal CFO Solutions sold 44 Federal Agricultural Mortgage shares in Q1 2026, an estimated $7.2K.
  • Federal Agricultural Mortgage made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #500 holding.
  • Personal CFO Solutions first reported a position in Federal Agricultural Mortgage in Q1 2021 and has held it in 19 quarters since.
  • Personal CFO Solutions's Federal Agricultural Mortgage position peaked at $337K in Q1 2024.
  • 232 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.