PERSONAL CFO SOLUTIONS, LLC
Position in AGM — Federal Agricultural Mortgage Corp
CIK 1677501
CHESTER, NJ
Position in AGM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$279,575
+$72,479 QoQ
Shares Held
1,403
+0.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#154
of 255 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AGM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $12,354,599 across 6 Credit Services names. AGM ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
11,091 | $3,805,211 | |
| 2 | AXP |
American Express Co
|
10,480 | $3,544,860 | |
| 3 | MA |
Mastercard Inc
|
5,791 | $2,974,257 | |
| 4 | COF |
Capital One Financial Corp
|
6,407 | $1,285,372 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
5,706 | $465,324 | |
| 6 | AGM |
Federal Agricultural Mortgage Corp
This page
|
1,403 | $279,575 |
All Filings in AGM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,575 | 1,403 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $207,096 | 1,396 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $252,820 | 1,440 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $252,809 | 1,505 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $297,054 | 1,529 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $288,952 | 1,541 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $310,196 | 1,575 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $305,290 | 1,629 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $294,917 | 1,631 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $337,452 | 1,714 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $326,221 | 1,706 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $260,612 | 1,689 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $277,849 | 1,933 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $250,796 | 1,883 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $239,283 | 2,123 | Shares | Defined | 2023-02-14 | |
| 2022-03-31 | $218,370 | 2,013 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $237,945 | 1,920 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $245,472 | 2,262 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $214,613 | 2,170 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $258,951 | 2,571 | Shares | Defined | 2021-04-21 | |
| No filing history on record for this holder in this stock. | ||||||