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Pinnacle Wealth Planning Services’s Federal Agricultural Mortgage AGM Stock Holding History

Pinnacle Wealth Planning Services’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 		– Sell
-2
Closed -$351 – 2739
2025
Q4 		$351 Buy
+2
New +$336 ﹤0.01% 2673

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Vanguard Capital Management
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Dimensional Fund Advisors
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Principal Financial Group
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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Pinnacle Wealth Planning Services's AGM Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Federal Agricultural Mortgage (AGM) in Q1 2026, closing a stake of 2 shares — an estimated $351 sold.

Pinnacle Wealth Planning Services first reported a position in AGM in Q4 2025 and held it in 1 quarter. The position peaked at $351 in Q4 2025. 232 funds tracked by Wall St. Rank hold AGM as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining Federal Agricultural Mortgage position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 2 Federal Agricultural Mortgage shares in Q1 2026, an estimated $351.
  • Pinnacle Wealth Planning Services first reported a position in Federal Agricultural Mortgage in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Federal Agricultural Mortgage position peaked at $351 in Q4 2025.
  • 232 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.