Truist Financial
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Truist Financial’s Federal Agricultural Mortgage AGM Stock Holding History

Truist Financial’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
2023
Q2 		– Sell
-4,861
Closed -$647K – 2560
2023
Q1 		$647K Buy
4,861
+29
+0.6% +$3.81K ﹤0.01% 1818
2022
Q4 		$545K Buy
+4,832
New +$556K ﹤0.01% 1902
2022
Q3 		– Sell
-3,964
Closed -$387K – 2512
2022
Q2 		$387K Buy
+3,964
New +$407K ﹤0.01% 2060
2020
Q1 		– Sell
-7,083
Closed -$591K – 2371
2019
Q4 		$591K Buy
+7,083
New +$589K ﹤0.01% 1741

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Truist Financial's AGM Position: Q2 2023 in Review

Truist Financial sold out of Federal Agricultural Mortgage (AGM) in Q2 2023, closing a stake of 4,861 shares — an estimated $647K sold.

Truist Financial first reported a position in AGM in Q4 2019 and held it in 4 quarters. The position peaked at $647K in Q1 2023. 193 funds tracked by Wall St. Rank hold AGM as of Q2 2023.

  • Truist Financial reported no remaining Federal Agricultural Mortgage position as of Q2 2023 after selling out during the quarter.
  • Truist Financial sold 4,861 Federal Agricultural Mortgage shares in Q2 2023, an estimated $647K.
  • Truist Financial first reported a position in Federal Agricultural Mortgage in Q4 2019 and held it in 4 quarters.
  • Truist Financial's Federal Agricultural Mortgage position peaked at $647K in Q1 2023.
  • 193 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2023.

Based on Truist Financial's 13F filing for Q2 2023, filed 1 Aug 2023.