Steward Partners Investment Advisory’s Federal Agricultural Mortgage AGM Stock Holding History

Steward Partners Investment Advisory’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	$26.3K	Buy	132 +77	+140%	+$13.5K	﹤0.01%	3289
2026 Q1	$8.16K	Buy	+55	New	+$9K	﹤0.01%	3629
2025 Q4	–	Sell	-13	Closed	-$2.18K	–	4308
2025 Q3	$2.18K	Hold	13	–	–	﹤0.01%	3896
2025 Q2	$2.53K	Sell	13 -65	-83%	-$11.9K	﹤0.01%	3686
2025 Q1	$14.6K	Hold	78	–	–	﹤0.01%	2936
2024 Q4	$15.4K	Buy	+78	New	+$15.5K	﹤0.01%	2909
2024 Q3	–	Sell	-5	Closed	-$904	–	3744
2024 Q2	$904	Sell	5 -40	-89%	-$7.22K	﹤0.01%	3408
2024 Q1	$8.86K	Buy	+45	New	+$8.37K	﹤0.01%	2855

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

Steward Partners Investment Advisory's AGM Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Federal Agricultural Mortgage (AGM) stake by 140% in Q2 2026, buying an estimated $13.5K and bringing the position to 132 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3289.

Steward Partners Investment Advisory first reported a position in AGM in Q1 2024 and has held it in 8 quarters since. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

Steward Partners Investment Advisory held 132 shares of Federal Agricultural Mortgage worth $26.3K as of Q2 2026.
Steward Partners Investment Advisory bought 77 Federal Agricultural Mortgage shares in Q2 2026, an estimated $13.5K.
Federal Agricultural Mortgage made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3289 holding.
Steward Partners Investment Advisory first reported a position in Federal Agricultural Mortgage in Q1 2024 and has held it in 8 quarters since.
255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.