Rothschild Investment LLC’s Federal Agricultural Mortgage AGM Stock Holding History

Rothschild Investment LLC’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	$2.39K	Buy	12 +11	+1,100%	+$1.93K	﹤0.01%	2685
2026 Q1	$148	Sell	1 -6	-86%	-$982	﹤0.01%	3350
2025 Q4	$1.23K	Buy	7 +1	+17%	+$168	﹤0.01%	2594
2025 Q3	$1.01K	Sell	6 -11	-65%	-$2.06K	﹤0.01%	2570
2025 Q2	$3.3K	Sell	17 -9	-35%	-$1.65K	﹤0.01%	1725
2025 Q1	$4.88K	Buy	26 +11	+73%	+$2.16K	﹤0.01%	1445
2024 Q4	$2.95K	Buy	15 +6	+67%	+$1.19K	﹤0.01%	1577
2024 Q3	$1.69K	Buy	9 +6	+200%	+$1.15K	﹤0.01%	1816
2024 Q2	$542	Buy	3 +2	+200%	+$361	﹤0.01%	1962
2024 Q1	$197	Buy	+1	New	+$186	﹤0.01%	1744

Other funds holding AGM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Rothschild Investment LLC's AGM Position: Q2 2026 in Review

Rothschild Investment LLC increased its Federal Agricultural Mortgage (AGM) stake by 1,100% in Q2 2026, buying an estimated $1.93K and bringing the position to 12 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #2685.

Rothschild Investment LLC first reported a position in AGM in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.88K in Q1 2025. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

Rothschild Investment LLC held 12 shares of Federal Agricultural Mortgage worth $2.39K as of Q2 2026.
Rothschild Investment LLC bought 11 Federal Agricultural Mortgage shares in Q2 2026, an estimated $1.93K.
Federal Agricultural Mortgage made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2685 holding.
Rothschild Investment LLC first reported a position in Federal Agricultural Mortgage in Q1 2024 and has held it in 10 quarters since.
Rothschild Investment LLC's Federal Agricultural Mortgage position peaked at $4.88K in Q1 2025.
255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.