Universal-Beteiligungs- und Servicegesellschaft
AGM icon

Universal-Beteiligungs- und Servicegesellschaft’s Federal Agricultural Mortgage AGM Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$768K Sell
3,852
-872
-18% -$153K ﹤0.01% 1660
2026
Q1 		$701K Sell
4,724
-2,074
-31% -$339K ﹤0.01% 1621
2025
Q4 		$1.19M Hold
6,798
– – ﹤0.01% 1438
2025
Q3 		$1.14M Buy
6,798
+309
+5% +$57.9K ﹤0.01% 1503
2025
Q2 		$1.26M Hold
6,489
– – ﹤0.01% 1414
2025
Q1 		$1.22M Sell
6,489
-9,262
-59% -$1.82M ﹤0.01% 1394
2024
Q4 		$3.1M Buy
+15,751
New +$3.12M 0.01% 825

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

Universal-Beteiligungs- und Servicegesellschaft's AGM Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Federal Agricultural Mortgage (AGM) stake by 18% in Q2 2026, selling an estimated $153K and leaving 3,852 shares worth $768K. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in AGM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.1M in Q4 2024. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 3,852 shares of Federal Agricultural Mortgage worth $768K as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 872 Federal Agricultural Mortgage shares in Q2 2026, an estimated $153K.
  • Federal Agricultural Mortgage made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1660 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Federal Agricultural Mortgage in Q4 2024 and has held it in 7 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Federal Agricultural Mortgage position peaked at $3.1M in Q4 2024.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.