Rockefeller Capital Management
AGM icon

Rockefeller Capital Management’s Federal Agricultural Mortgage AGM Stock Holding History

Rockefeller Capital Management’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 		$115K Buy
577
+9
+2% +$1.58K ﹤0.01% 2908
2026
Q1 		$84.4K Sell
568
-52
-8% -$8.51K ﹤0.01% 2967
2025
Q4 		$109K Buy
620
+17
+3% +$2.86K ﹤0.01% 2678
2025
Q3 		$101K Buy
+603
New +$113K ﹤0.01% 2573
2022
Q4 		– Sell
-16
Closed -$1K – 3819
2022
Q3 		$1K Hold
16
– – ﹤0.01% 3660
2022
Q2 		$1K Hold
16
– – ﹤0.01% 3891
2022
Q1 		$1K Hold
16
– – ﹤0.01% 3689
2021
Q4 		$2K Hold
16
– – ﹤0.01% 3509
2021
Q3 		$1K Buy
+16
New +$1.59K ﹤0.01% 3529
2020
Q4 		– Sell
-66
Closed -$4K – 2836
2020
Q3 		$4K Buy
66
+24
+57% +$1.55K ﹤0.01% 2260
2020
Q2 		$3K Sell
42
-26
-38% -$1.61K ﹤0.01% 2201
2020
Q1 		$4K Buy
+68
New +$4.84K ﹤0.01% 1988

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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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Rockefeller Capital Management's AGM Position: Q2 2026 in Review

Rockefeller Capital Management increased its Federal Agricultural Mortgage (AGM) stake by 1.6% in Q2 2026, buying an estimated $1.58K and bringing the position to 577 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #2908.

Rockefeller Capital Management first reported a position in AGM in Q1 2020 and has held it in 12 quarters since. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Rockefeller Capital Management held 577 shares of Federal Agricultural Mortgage worth $115K as of Q2 2026.
  • Rockefeller Capital Management bought 9 Federal Agricultural Mortgage shares in Q2 2026, an estimated $1.58K.
  • Federal Agricultural Mortgage made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2908 holding.
  • Rockefeller Capital Management first reported a position in Federal Agricultural Mortgage in Q1 2020 and has held it in 12 quarters since.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.