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Equibles

Cornerstone Planning Group LLC

Position in AGM — Federal Agricultural Mortgage Corp

CIK 1822587 FAIRFIELD, NJ
Back to AGM Full portfolio

Position in AGM

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$32,680
+$8,796 QoQ
Shares Held
164
+1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#205
of 259 holders
Holding Since
Dec 2022
14 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, 2026

Cornerstone Planning Group LLC holds $2,739,211 across 19 Credit Services names. AGM ranks #7 (1.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AXP
American Express Co
 5,454 $1,844,815
2 V
Visa Inc.
 1,237 $424,402
3 MA
Mastercard Inc
 436 $223,929
4 PYPL
PayPal Holdings, Inc.
 1,430 $61,747
5 COF
Capital One Financial Corp
 280 $56,173
6 SOFI
SoFi Technologies, Inc.
 2,010 $36,039
7 AGM
Federal Agricultural Mortgage Corp
This page 		164 $32,680
8 FCFS
FirstCash Holdings, Inc.
 77 $16,656

All Filings in AGM

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $32,680 164
2026-03-31 $23,884 161
2025-12-31 $27,388 156
2025-09-30 $25,700 153
2025-06-30 $9,131 47
2025-03-31 $12,375 66
2024-12-31 $2,363 12
2024-09-30 $2,248 12
2024-06-30 $2,169 12
2024-03-31 $2,362 12
2023-12-31 $2,294 12
2023-09-30 $1,851 12
2023-06-30 $6,037 42
2022-12-31 $4,733 42