WhitTier Trust Company’s Federal Agricultural Mortgage AGM Stock Holding History

WhitTier Trust Company’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	$19.8K	Sell	99 -7	-7%	-$1.23K	﹤0.01%	931
2026 Q1	$16.1K	Buy	106 +2	+2%	+$327	﹤0.01%	951
2025 Q4	$18.3K	Hold	104	–	–	﹤0.01%	931
2025 Q3	$17K	Buy	104 +6	+6%	+$1.12K	﹤0.01%	933
2025 Q2	$19K	Buy	98 +61	+165%	+$11.2K	﹤0.01%	1010
2025 Q1	$6.94K	Buy	37 +13	+54%	+$2.55K	﹤0.01%	1144
2024 Q4	$4.73K	Hold	24	–	–	﹤0.01%	1150
2024 Q3	$4.5K	Hold	24	–	–	﹤0.01%	1133
2024 Q2	$4.34K	Hold	24	–	–	﹤0.01%	1087
2024 Q1	$4.72K	Hold	24	–	–	﹤0.01%	1044
2023 Q4	$4.59K	Sell	24 -1	-4%	-$163	﹤0.01%	1045
2023 Q3	$3.86K	Hold	25	–	–	﹤0.01%	1013
2023 Q2	$3.59K	Hold	25	–	–	﹤0.01%	1061
2023 Q1	$3.33K	Buy	+25	New	+$3.28K	﹤0.01%	1051

Other funds holding AGM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

WhitTier Trust Company's AGM Position: Q2 2026 in Review

WhitTier Trust Company reduced its Federal Agricultural Mortgage (AGM) stake by 6.6% in Q2 2026, selling an estimated $1.23K and leaving 99 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

WhitTier Trust Company first reported a position in AGM in Q1 2023 and has held it in 14 quarters since. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

WhitTier Trust Company held 99 shares of Federal Agricultural Mortgage worth $19.8K as of Q2 2026.
WhitTier Trust Company sold 7 Federal Agricultural Mortgage shares in Q2 2026, an estimated $1.23K.
Federal Agricultural Mortgage made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #931 holding.
WhitTier Trust Company first reported a position in Federal Agricultural Mortgage in Q1 2023 and has held it in 14 quarters since.
255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.