Phillips Wealth Planners’s Federal Agricultural Mortgage AGM Stock Holding History

Phillips Wealth Planners’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	$210K	Buy	+1,051	New	+$184K	0.16%	209

Other funds holding AGM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Phillips Wealth Planners's AGM Position: Q2 2026 in Review

Phillips Wealth Planners opened a new position in Federal Agricultural Mortgage (AGM) in Q2 2026: 1,051 shares worth $210K. The stake represents 0.16% of the portfolio and ranks #209 among its holdings.

255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

Phillips Wealth Planners held 1,051 shares of Federal Agricultural Mortgage worth $210K as of Q2 2026.
Federal Agricultural Mortgage was a new Phillips Wealth Planners position in Q2 2026.
Federal Agricultural Mortgage made up 0.16% of Phillips Wealth Planners's portfolio in Q2 2026, its #209 holding.
255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

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