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Root Financial Partners’s Federal Agricultural Mortgage AGM Stock Holding History

Root Financial 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
Q2 		– Sell
-38
Closed -$5.64K – 478
2026
Q1 		$5.64K Buy
38
+8
+27% +$1.31K ﹤0.01% 1908
2025
Q4 		$5.27K Hold
30
– – ﹤0.01% 1750
2025
Q3 		$5.04K Buy
+30
New +$5.62K ﹤0.01% 1720

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Root Financial Partners's AGM Position: Q2 2026 in Review

Root Financial Partners sold out of Federal Agricultural Mortgage (AGM) in Q2 2026, closing a stake of 38 shares — an estimated $5.64K sold.

Root Financial Partners first reported a position in AGM in Q3 2025 and held it in 3 quarters. The position peaked at $5.64K in Q1 2026. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Root Financial Partners reported no remaining Federal Agricultural Mortgage position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 38 Federal Agricultural Mortgage shares in Q2 2026, an estimated $5.64K.
  • Root Financial Partners first reported a position in Federal Agricultural Mortgage in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Federal Agricultural Mortgage position peaked at $5.64K in Q1 2026.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.