Global Retirement Partners, LLC
PensionPosition in AGM — Federal Agricultural Mortgage Corp
CIK 1749744
San Rafael, CA
Position in AGM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$848,093
+$88,051 QoQ
Shares Held
4,256
-1.7% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#107
of 255 holders
Holding Since
Mar 2022
16 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, 2026Global Retirement Partners, LLC holds $41,552,902 across 27 Credit Services names. AGM ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
50,503 | $17,327,074 | |
| 2 | MA |
Mastercard Inc
|
16,472 | $8,460,019 | |
| 3 | AXP |
American Express Co
|
17,223 | $5,825,679 | |
| 4 | COF |
Capital One Financial Corp
|
18,018 | $3,614,771 | |
| 5 | ALLY |
Ally Financial Inc.
|
46,705 | $2,146,094 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
63,124 | $1,131,813 | |
| 7 | AGM |
Federal Agricultural Mortgage Corp
This page
|
4,256 | $848,093 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
7,188 | $586,181 |
All Filings in AGM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $848,093 | 4,256 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $760,042 | 4,329 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $672,759 | 4,005 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $771,291 | 3,970 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $769,877 | 3,909 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $727,338 | 3,881 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $696,518 | 3,852 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $752,475 | 3,822 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $725,679 | 3,795 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $582,328 | 3,774 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $538,737 | 3,748 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $495,333 | 3,719 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $412,293 | 3,658 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $362,654 | 3,658 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $353,785 | 3,623 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $389,117 | 3,587 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||