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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
Q3 		$19.6K Buy
95
+1
+1% +$218 0.01% 183
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

ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Retirement Wealth Solutions's AGM Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Federal Agricultural Mortgage (AGM) stake by 1.1% in Q3 2026, buying an estimated $218 and bringing the position to 95 shares worth $19.6K. The position accounts for 0.01% of the portfolio, ranked #183.

Retirement Wealth Solutions first reported a position in AGM in Q4 2024 and has held it in 8 quarters since. The position peaked at $20.9K in Q2 2025. 8 funds tracked by Wall St. Rank hold AGM as of Q3 2026.

  • Retirement Wealth Solutions held 95 shares of Federal Agricultural Mortgage worth $19.6K as of Q3 2026.
  • Retirement Wealth Solutions bought 1 Federal Agricultural Mortgage share in Q3 2026, an estimated $218.
  • Federal Agricultural Mortgage made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #183 holding.
  • Retirement Wealth Solutions first reported a position in Federal Agricultural Mortgage in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's Federal Agricultural Mortgage position peaked at $20.9K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.