Sequoia Financial Advisors, LLC AGM — FEDERAL AGRIC MTG CORP

Ownership history in Sequoia Financial Advisors, LLC  ·  10 quarters on record

AI Ownership Summary

Sequoia Financial Advisors, LLC reported FEDERAL AGRIC MTG CORP (AGM) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.04% in 2024 Q3. The latest visible filing shows AGM at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AGM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sequoia Financial Advisors, LLC's position in FEDERAL AGRIC MTG CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AGM was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AGM stock page Sequoia Financial Advisors, LLC fund profile Sequoia Financial Advisors, LLC full holdings
How Sequoia Financial Advisors, LLC held AGM — position size vs. price
% of Fund (quarterly)    AGM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 13,028 +1,175 +9.9% 0.01% $2.6M 2026-07-17 $205.50
2026 Q1 REDUCED — — — 11,853 -60 -0.5% 0.01% $1.8M 2026-04-30 $172.27
2025 Q4 ADDED — — — 11,913 +2 +0.0% 0.01% $2.1M 2026-02-03 $166.67
2025 Q3 ADDED — — — 11,911 +15 +0.1% 0.01% $2.0M 2025-10-29 $153.41
2025 Q2 ADDED — — — 11,896 +1 +0.0% 0.02% $2.3M 2025-07-25 $169.51
2025 Q1 REDUCED 34.2% +4.5% ❌ 11,895 -6,172 -34.2% 0.02% $2.2M 2025-04-23 $169.36
2024 Q4 ADDED — — — 18,067 +20 +0.1% 0.03% $3.6M 2025-02-07 $187.91
2024 Q3 ADDED — — — 18,047 +7,181 +66.1% 0.04% $3.4M 2024-10-21 $173.00
2024 Q2 REDUCED — — — 10,866 -11 -0.1% 0.02% $2.0M 2024-07-15 $191.40
2024 Q1 INITIATED — — — 10,877 — — 0.03% $2.1M 2024-04-30 $172.92

🏢 Other funds also holding AGM

As of 2026 Q2 — sorted by position size

Applied Capital LLC/FL 3Y 0.67% Byrne Asset Management LLC 3Y 0.13% Ipswich Investment Management Co., Inc. 3Y 7Y 0.06% CARY STREET PARTNERS FINANCIAL LLC 0.05% Retirement Wealth Solutions LLC 0.01% City State Bank 3Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.01% Piscataqua Savings Bank 3Y 0.0% Merit Financial Group, LLC 3Y 7Y 0.0% GAMMA Investing LLC 0.0%

FAQ About Sequoia Financial Advisors, LLC and AGM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sequoia Financial Advisors, LLC reported owning AGM?

Sequoia Financial Advisors, LLC reported AGM across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported AGM position in Sequoia Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for AGM was 0.04% in 2024 Q3.

What is the latest reported AGM position on this page?

The most recent filing on this page is 2026 Q2, when Sequoia Financial Advisors, LLC reported 13,028 shares, equal to 0.01% of portfolio, with an estimated market value of $2.6M.

What does the chart on this AGM ownership page compare?

The chart compares Sequoia Financial Advisors, LLC's quarterly AGM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sequoia Financial Advisors, LLC time their AGM position?

Based on 13F filing dates vs. subsequent AGM price moves, Sequoia Financial Advisors, LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on AGM relative to SPY over the holding period was -10.5%.

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