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Whipplewood Advisors’s Federal Agricultural Mortgage AGM Stock Holding History

Whipplewood 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
-32
Closed -$4.75K – 648
2026
Q1 		$4.75K Buy
+32
New +$5.24K ﹤0.01% 627
2025
Q3 		– Sell
-32
Closed -$6.22K – 319
2025
Q2 		$6.22K Sell
32
-383
-92% -$70.3K ﹤0.01% 654
2025
Q1 		$6K Buy
415
+383
+1,197% +$75.2K ﹤0.01% 660
2024
Q4 		$6.3K Buy
+32
New +$6.35K ﹤0.01% 641

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

Whipplewood Advisors's AGM Position: Q2 2026 in Review

Whipplewood Advisors sold out of Federal Agricultural Mortgage (AGM) in Q2 2026, closing a stake of 32 shares — an estimated $4.75K sold.

Whipplewood Advisors first reported a position in AGM in Q4 2024 and held it in 4 quarters. The position peaked at $6.3K in Q4 2024. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Whipplewood Advisors reported no remaining Federal Agricultural Mortgage position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 32 Federal Agricultural Mortgage shares in Q2 2026, an estimated $4.75K.
  • Whipplewood Advisors first reported a position in Federal Agricultural Mortgage in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Federal Agricultural Mortgage position peaked at $6.3K in Q4 2024.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.