RA
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Rise Advisors’s Federal Agricultural Mortgage AGM Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-3
Closed -$515 – 134
2025
Q3 		$515 Hold
3
– – ﹤0.01% 1403
2025
Q2 		$591 Hold
3
– – ﹤0.01% 1375
2025
Q1 		$566 Sell
3
-99
-97% -$19.4K ﹤0.01% 1354
2024
Q4 		$20.1K Buy
102
+1
+1% +$198 0.01% 653
2024
Q3 		$19K Hold
101
– – 0.01% 723
2024
Q2 		$18.2K Buy
101
+1
+1% +$181 0.01% 693
2024
Q1 		$19.6K Buy
+100
New +$18.6K 0.01% 661

Other funds holding AGM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return