Balboa Wealth Partners
- SEC CIK
- 0001929008
- Latest filing
- Aug 10, 2026
AGM holding history
Federal Agricultural Mortgage Corp in every 13F filed by Balboa Wealth Partners, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AGM overviewAll 13F holders of AGMFull Q2 2026 holdings
- Shares (Q2 2026)
- 2,850
- Value
- $567.9K
- % of portfolio
- 0.1%
- Quarters held
- 12
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,850 | $567.9K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 2,850 | $422.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 2,850 | $500.4K | 0.1% | −550−16.2% | Reduced | Holders |
| Q3 2025 | 3,400 | $571.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 3,400 | $660.6K | 0.1% | −425−11.1% | Reduced | Holders |
| Q1 2025 | 3,825 | $717.2K | 0.2% | +150+4.1% | Added | Holders |
| Q4 2024 | 3,675 | $723.8K | 0.2% | −200−5.2% | Reduced | Holders |
| Q3 2024 | 3,875 | $726.2K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2024 | 3,875 | $700.7K | 0.2% | +150+4.0% | Added | Holders |
| Q1 2024 | 3,725 | $733.4K | 0.2% | +425+12.9% | Added | Holders |
| Q4 2023 | 3,300 | $631.0K | 0.2% | +1,100+50.0% | Added | Holders |
| Q3 2023 | 2,200 | $339.5K | 0.1% | +2,200 | New | Holders |