Retirement Wealth Solutions’s Federal Agricultural Mortgage AGM Stock Holding History

Retirement Wealth 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	$18.8K	Hold	94	–	–	0.01%	161
2026 Q1	$14K	Sell	94 -4	-4%	-$654	0.01%	176
2025 Q4	$17.2K	Hold	98	–	–	0.01%	172
2025 Q3	$16.4K	Sell	98 -10	-9%	-$1.87K	0.01%	178
2025 Q2	$20.9K	Buy	108 +1	+0.9%	+$184	0.02%	143
2025 Q1	$20.1K	Hold	107	–	–	0.02%	133
2024 Q4	$19.6K	Buy	+107	New	+$21.2K	0.02%	144

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

Retirement Wealth Solutions's AGM Position: Q2 2026 in Review

Retirement Wealth Solutions held its Federal Agricultural Mortgage (AGM) position steady in Q2 2026 at 94 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #161.

Retirement Wealth Solutions first reported a position in AGM in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.9K in Q2 2025. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

Retirement Wealth Solutions held 94 shares of Federal Agricultural Mortgage worth $18.8K as of Q2 2026.
Retirement Wealth Solutions left its Federal Agricultural Mortgage share count unchanged in Q2 2026.
Federal Agricultural Mortgage made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #161 holding.
Retirement Wealth Solutions first reported a position in Federal Agricultural Mortgage in Q4 2024 and has held it in 7 quarters since.
Retirement Wealth Solutions's Federal Agricultural Mortgage position peaked at $20.9K in Q2 2025.
255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.