VA
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Valmark Advisers’s Federal Agricultural Mortgage AGM Stock Holding History

Valmark Advisers’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
2025
Q3 		– Sell
-7,611
Closed -$1.48M – 648
2025
Q2 		$1.48M Sell
7,611
-1,412
-16% -$259K 0.02% 274
2025
Q1 		$1.69M Buy
9,023
+397
+5% +$77.9K 0.03% 233
2024
Q4 		$1.7M Buy
8,626
+136
+2% +$27K 0.03% 228
2024
Q3 		$1.59M Sell
8,490
-60
-0.7% -$11.5K 0.02% 225
2024
Q2 		$1.55M Sell
8,550
-220
-3% -$39.7K 0.03% 213
2024
Q1 		$1.73M Buy
8,770
+2,775
+46% +$516K 0.03% 190
2023
Q4 		$1.15M Buy
5,995
+2,142
+56% +$348K 0.02% 231
2023
Q3 		$595K Buy
+3,853
New +$624K 0.01% 302
2023
Q1 		– Sell
-2,875
Closed -$324K – 475
2022
Q4 		$324K Buy
+2,875
New +$331K 0.01% 356

Other funds holding AGM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return