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Riverwater Partners’s Federal Agricultural Mortgage AGM Stock Holding History

Riverwater Partners’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
Q1 		– Sell
-10,160
Closed -$1.78M – 214
2025
Q4 		$1.78M Buy
10,160
+3,293
+48% +$554K 0.69% 44
2025
Q3 		$1.15M Buy
6,867
+260
+4% +$48.7K 0.48% 65
2025
Q2 		$1.28M Sell
6,607
-15
-0.2% -$2.75K 0.6% 56
2025
Q1 		$1.24M Sell
6,622
-5,138
-44% -$1.01M 0.64% 56
2024
Q4 		$2.32M Buy
11,760
+230
+2% +$45.6K 1.13% 19
2024
Q3 		$2.1M Buy
11,530
+122
+1% +$23.3K 1.04% 21
2024
Q2 		$2.06M Sell
11,408
-68
-0.6% -$12.3K 1.53% 10
2024
Q1 		$2.26M Buy
11,476
+104
+0.9% +$19.3K 1.66% 7
2023
Q4 		$2.17M Buy
11,372
+80
+0.7% +$13K 1.72% 5
2023
Q3 		$1.74M Sell
11,292
-68
-0.6% -$11K 1.58% 6
2023
Q2 		$1.63M Buy
11,360
+516
+5% +$70.8K 1.45% 8
2023
Q1 		$1.44M Buy
10,844
+137
+1% +$18K 1.33% 11
2022
Q4 		$1.21M Buy
10,707
+500
+5% +$57.5K 1.03% 21
2022
Q3 		$1.01M Buy
10,207
+51
+0.5% +$5.41K 1.01% 21
2022
Q2 		$992K Buy
10,156
+723
+8% +$74.3K 1% 19
2022
Q1 		$1.02M Sell
9,433
-541
-5% -$66.1K 1.69% 10
2021
Q4 		$1.24M Buy
+9,974
New +$1.23M 1.1% 14

Other funds holding AGM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Riverwater Partners's AGM Position: Q1 2026 in Review

Riverwater Partners sold out of Federal Agricultural Mortgage (AGM) in Q1 2026, closing a stake of 10,160 shares — an estimated $1.78M sold.

Riverwater Partners first reported a position in AGM in Q4 2021 and held it in 17 quarters. The position peaked at $2.32M in Q4 2024. 232 funds tracked by Wall St. Rank hold AGM as of Q1 2026.

  • Riverwater Partners reported no remaining Federal Agricultural Mortgage position as of Q1 2026 after selling out during the quarter.
  • Riverwater Partners sold 10,160 Federal Agricultural Mortgage shares in Q1 2026, an estimated $1.78M.
  • Riverwater Partners first reported a position in Federal Agricultural Mortgage in Q4 2021 and held it in 17 quarters.
  • Riverwater Partners's Federal Agricultural Mortgage position peaked at $2.32M in Q4 2024.
  • 232 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2026.

Based on Riverwater Partners's 13F filing for Q1 2026, filed 8 May 2026.