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Sunrise Financial Services’s Federal Agricultural Mortgage AGM Stock Holding History

Sunrise Financial Services’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 		$1.99K Hold
10
– – ﹤0.01% 392
2026
Q1 		$1.48K Hold
10
– – ﹤0.01% 448
2025
Q4 		$1.76K Buy
+10
New +$1.68K ﹤0.01% 385

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Dimensional Fund Advisors
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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

Sunrise Financial Services's AGM Position: Q2 2026 in Review

Sunrise Financial Services held its Federal Agricultural Mortgage (AGM) position steady in Q2 2026 at 10 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Sunrise Financial Services first reported a position in AGM in Q4 2025 and has held it in 3 quarters since. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Sunrise Financial Services held 10 shares of Federal Agricultural Mortgage worth $1.99K as of Q2 2026.
  • Sunrise Financial Services left its Federal Agricultural Mortgage share count unchanged in Q2 2026.
  • Federal Agricultural Mortgage made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #392 holding.
  • Sunrise Financial Services first reported a position in Federal Agricultural Mortgage in Q4 2025 and has held it in 3 quarters since.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.