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

Schnieders 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	$278K	Hold	1,396	–	–	0.04%	207
2026 Q1	$207K	Hold	1,396	–	–	0.03%	202
2025 Q4	$245K	Hold	1,396	–	–	0.04%	197
2025 Q3	$235K	Hold	1,396	–	–	0.04%	207
2025 Q2	$271K	Hold	1,396	–	–	0.05%	191
2025 Q1	$262K	Hold	1,396	–	–	0.06%	176
2024 Q4	$275K	Hold	1,396	–	–	0.05%	173
2024 Q3	$262K	Hold	1,396	–	–	0.05%	180
2024 Q2	$252K	Hold	1,396	–	–	0.05%	174
2024 Q1	$275K	Hold	1,396	–	–	0.06%	166
2023 Q4	$267K	Sell	1,396 -500	-26%	-$81.3K	0.06%	168
2023 Q3	$293K	Hold	1,896	–	–	0.07%	148
2023 Q2	$273K	Sell	1,896 -125	-6%	-$17.1K	0.06%	164
2023 Q1	$269K	Hold	2,021	–	–	0.06%	169
2022 Q4	$228K	Hold	2,021	–	–	0.05%	189
2022 Q3	$200K	Buy	+2,021	New	+$214K	0.05%	181
2022 Q2	–	Sell	-2,021	Closed	-$219K	–	181
2022 Q1	$219K	Hold	2,021	–	–	0.05%	187
2021 Q4	$251K	Hold	2,021	–	–	0.06%	176
2021 Q3	$219K	Buy	+2,021	New	+$200K	0.06%	180

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

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

Schnieders Capital Management held its Federal Agricultural Mortgage (AGM) position steady in Q2 2026 at 1,396 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #207.

Schnieders Capital Management first reported a position in AGM in Q3 2021 and has held it in 19 quarters since. The position peaked at $293K in Q3 2023. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

Schnieders Capital Management held 1,396 shares of Federal Agricultural Mortgage worth $278K as of Q2 2026.
Schnieders Capital Management left its Federal Agricultural Mortgage share count unchanged in Q2 2026.
Federal Agricultural Mortgage made up 0.04% of Schnieders Capital Management's portfolio in Q2 2026, its #207 holding.
Schnieders Capital Management first reported a position in Federal Agricultural Mortgage in Q3 2021 and has held it in 19 quarters since.
Schnieders Capital Management's Federal Agricultural Mortgage position peaked at $293K in Q3 2023.
255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Schnieders Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.