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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 $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Valmark Advisers's AGM Position: Q3 2025 in Review

Valmark Advisers sold out of Federal Agricultural Mortgage (AGM) in Q3 2025, closing a stake of 7,611 shares — an estimated $1.48M sold.

Valmark Advisers first reported a position in AGM in Q4 2022 and held it in 9 quarters. The position peaked at $1.73M in Q1 2024. 241 funds tracked by Wall St. Rank hold AGM as of Q3 2025.

  • Valmark Advisers reported no remaining Federal Agricultural Mortgage position as of Q3 2025 after selling out during the quarter.
  • Valmark Advisers sold 7,611 Federal Agricultural Mortgage shares in Q3 2025, an estimated $1.48M.
  • Valmark Advisers first reported a position in Federal Agricultural Mortgage in Q4 2022 and held it in 9 quarters.
  • Valmark Advisers's Federal Agricultural Mortgage position peaked at $1.73M in Q1 2024.
  • 241 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2025.

Based on Valmark Advisers's 13F filing for Q3 2025, filed 24 Oct 2025.