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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
Q2 		– Sell
-1
Closed -$148 – 280
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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

Twin Peaks Wealth Advisors's AGM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Federal Agricultural Mortgage (AGM) in Q2 2026, closing a stake of 1 share — an estimated $148 sold.

Twin Peaks Wealth Advisors first reported a position in AGM in Q2 2025 and held it in 2 quarters. The position peaked at $1.65K in Q2 2025. 256 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Federal Agricultural Mortgage position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1 Federal Agricultural Mortgage share in Q2 2026, an estimated $148.
  • Twin Peaks Wealth Advisors first reported a position in Federal Agricultural Mortgage in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Federal Agricultural Mortgage position peaked at $1.65K in Q2 2025.
  • 256 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.