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Sequoia Financial Advisors’s Federal Agricultural Mortgage AGM Stock Holding History

Sequoia Financial Advisors’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 		$2.6M Buy
13,028
+1,175
+10% +$206K 0.01% 525
2026
Q1 		$1.76M Sell
11,853
-60
-0.5% -$9.81K 0.01% 657
2025
Q4 		$2.09M Buy
11,913
+2
+0% +$336 0.01% 558
2025
Q3 		$2M Buy
11,911
+15
+0.1% +$2.81K 0.01% 518
2025
Q2 		$2.31M Buy
11,896
+1
+0% +$184 0.02% 435
2025
Q1 		$2.23M Sell
11,895
-6,172
-34% -$1.21M 0.02% 406
2024
Q4 		$3.56M Buy
18,067
+20
+0.1% +$3.97K 0.03% 304
2024
Q3 		$3.38M Buy
18,047
+7,181
+66% +$1.37M 0.04% 273
2024
Q2 		$1.96M Sell
10,866
-11
-0.1% -$1.99K 0.02% 327
2024
Q1 		$2.14M Buy
+10,877
New +$2.02M 0.03% 312

Other funds holding AGM

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

Sequoia Financial Advisors's AGM Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Federal Agricultural Mortgage (AGM) stake by 9.9% in Q2 2026, buying an estimated $206K and bringing the position to 13,028 shares worth $2.6M. The position accounts for 0.01% of the portfolio, ranked #525.

Sequoia Financial Advisors first reported a position in AGM in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.56M in Q4 2024. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Sequoia Financial Advisors held 13,028 shares of Federal Agricultural Mortgage worth $2.6M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,175 Federal Agricultural Mortgage shares in Q2 2026, an estimated $206K.
  • Federal Agricultural Mortgage made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #525 holding.
  • Sequoia Financial Advisors first reported a position in Federal Agricultural Mortgage in Q1 2024 and has held it in 10 quarters since.
  • Sequoia Financial Advisors's Federal Agricultural Mortgage position peaked at $3.56M in Q4 2024.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.