Sequoia Financial Advisors, LLC
Position in AGM — Federal Agricultural Mortgage Corp
CIK 1599900
Akron, OH
Position in AGM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,596,089
+$837,697 QoQ
Shares Held
13,028
+9.9% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2
of 45 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $154,086,368 across 17 Credit Services names. AGM ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
277,453 | $95,191,349 | |
| 2 | AXP |
American Express Co
|
60,686 | $20,527,039 | |
| 3 | MA |
Mastercard Inc
|
32,584 | $16,735,142 | |
| 4 | CACC |
Credit Acceptance Corp
|
8,994 | $5,726,839 | |
| 5 | COF |
Capital One Financial Corp
|
25,766 | $5,169,174 | |
| 6 | AGM |
Federal Agricultural Mortgage Corp
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|
13,028 | $2,596,089 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
45,854 | $1,979,975 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
16,519 | $1,347,124 |
All Filings in AGM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,596,089 | 13,028 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,758,392 | 11,853 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,091,565 | 11,913 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,000,809 | 11,911 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,311,154 | 11,896 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,230,431 | 11,895 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,558,295 | 18,067 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $3,382,188 | 18,047 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,964,790 | 10,866 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,141,463 | 10,877 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||