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

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return