Twin Peaks Wealth Advisors’s Federal Agricultural Mortgage AGM Stock Holding History

Twin Peaks Wealth 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	$148	Buy	+1	New	+$164	﹤0.01%	2208
2025 Q3	–	Sell	-9	Closed	-$1.65K	–	213
2025 Q2	$1.65K	Buy	+9	New	+$1.65K	﹤0.01%	1676

Other funds holding AGM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Twin Peaks Wealth Advisors's AGM Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Federal Agricultural Mortgage (AGM) in Q1 2026: 1 share worth $148. The stake represents ﹤0.01% of the portfolio and ranks #2208 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in AGM as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in AGM in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.65K in Q2 2025. 232 funds tracked by Wall St. Rank hold AGM as of Q1 2026.

Twin Peaks Wealth Advisors held 1 share of Federal Agricultural Mortgage worth $148 as of Q1 2026.
Federal Agricultural Mortgage was a new Twin Peaks Wealth Advisors position in Q1 2026.
Federal Agricultural Mortgage made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #2208 holding.
Twin Peaks Wealth Advisors first reported a position in Federal Agricultural Mortgage in Q2 2025 and has held it in 2 quarters since.
Twin Peaks Wealth Advisors's Federal Agricultural Mortgage position peaked at $1.65K in Q2 2025.
232 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.