Algert Global’s Federal Agricultural Mortgage AGM Stock Holding History

Algert Global’s Portfolio AGM Stock Details AGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$271K	Sell	1,826 -1,770	-49%	-$290K	﹤0.01%	1037
2025 Q4	$631K	Hold	3,596	–	–	0.01%	916
2025 Q3	$604K	Buy	3,596 +550	+18%	+$103K	0.01%	907
2025 Q2	$592K	Hold	3,046	–	–	0.01%	901
2025 Q1	$571K	Buy	3,046 +1,260	+71%	+$247K	0.01%	878
2024 Q4	$352K	Buy	+1,786	New	+$354K	0.01%	966
2017 Q2	–	Sell	-12,520	Closed	-$721K	–	286
2017 Q1	$721K	Buy	12,520 +360	+3%	+$20.8K	0.19%	191
2016 Q4	$696K	Buy	12,160 +6,895	+131%	+$336K	0.2%	201
2016 Q3	$208K	Buy	+5,265	New	+$206K	0.06%	333

Other funds holding AGM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Algert Global's AGM Position: Q1 2026 in Review

Algert Global reduced its Federal Agricultural Mortgage (AGM) stake by 49% in Q1 2026, selling an estimated $290K and leaving 1,826 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

Algert Global first reported a position in AGM in Q3 2016 and has held it in 9 quarters since. The position peaked at $721K in Q1 2017. 232 funds tracked by Wall St. Rank hold AGM as of Q1 2026.

Algert Global held 1,826 shares of Federal Agricultural Mortgage worth $271K as of Q1 2026.
Algert Global sold 1,770 Federal Agricultural Mortgage shares in Q1 2026, an estimated $290K.
Federal Agricultural Mortgage made up ﹤0.01% of Algert Global's portfolio in Q1 2026, its #1037 holding.
Algert Global first reported a position in Federal Agricultural Mortgage in Q3 2016 and has held it in 9 quarters since.
Algert Global's Federal Agricultural Mortgage position peaked at $721K in Q1 2017.
232 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.