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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 $6.73T AUM 46.02% 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 $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Rise Advisors's AGM Position: Q4 2025 in Review

Rise Advisors sold out of Federal Agricultural Mortgage (AGM) in Q4 2025, closing a stake of 3 shares — an estimated $515 sold.

Rise Advisors first reported a position in AGM in Q1 2024 and held it in 7 quarters. The position peaked at $20.1K in Q4 2024. 235 funds tracked by Wall St. Rank hold AGM as of Q4 2025.

  • Rise Advisors reported no remaining Federal Agricultural Mortgage position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 3 Federal Agricultural Mortgage shares in Q4 2025, an estimated $515.
  • Rise Advisors first reported a position in Federal Agricultural Mortgage in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Federal Agricultural Mortgage position peaked at $20.1K in Q4 2024.
  • 235 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.