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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
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

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VCM
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Dimensional Fund Advisors
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Principal Financial Group
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return