Applied Capital LLC
AGM icon

Applied Capital LLC’s Federal Agricultural Mortgage AGM Stock Holding History

Applied Capital LLC’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
Q3 		$1.71M Buy
8,251
+30
+0.4% +$6.55K 0.68% 32
2026
Q2 		$1.64M Buy
8,221
+277
+3% +$48.5K 0.67% 34
2026
Q1 		$1.18M Buy
7,944
+488
+7% +$79.8K 0.56% 49
2025
Q4 		$1.31M Buy
7,456
+844
+13% +$142K 0.78% 48
2025
Q3 		$1.11M Buy
6,612
+124
+2% +$23.2K 0.69% 50
2025
Q2 		$1.26M Buy
6,488
+27
+0.4% +$4.96K 0.92% 48
2025
Q1 		$1.21M Buy
6,461
+10
+0.2% +$1.96K 0.95% 47
2024
Q4 		$1.27M Sell
6,451
-45
-0.7% -$8.93K 0.98% 43
2024
Q3 		$1.22M Buy
6,496
+34
+0.5% +$6.49K 0.95% 49
2024
Q2 		$1.17M Buy
6,462
+2,808
+77% +$507K 1.02% 42
2024
Q1 		$719K Buy
+3,654
New +$680K 0.59% 58

Other funds holding AGM

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Weybosset Research & Management
Weybosset Research & Management Province, Rhode Island $347M AUM 23.23% 1-Year Est. Return
PIM
Pullen Investment Management Bradenton, Florida $209M AUM 23.91% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
Investors Asset Management of Georgia
Investors Asset Management of Georgia Atlanta, Georgia $276M AUM 35.13% 1-Year Est. Return

Applied Capital LLC's AGM Position: Q3 2026 in Review

Applied Capital LLC increased its Federal Agricultural Mortgage (AGM) stake by 0.36% in Q3 2026, buying an estimated $6.55K and bringing the position to 8,251 shares worth $1.71M. The position accounts for 0.68% of the portfolio, ranked #32.

Applied Capital LLC first reported a position in AGM in Q1 2024 and has held it in 11 quarters since. 57 funds tracked by Wall St. Rank hold AGM as of Q3 2026.

  • Applied Capital LLC held 8,251 shares of Federal Agricultural Mortgage worth $1.71M as of Q3 2026.
  • Applied Capital LLC bought 30 Federal Agricultural Mortgage shares in Q3 2026, an estimated $6.55K.
  • Federal Agricultural Mortgage made up 0.68% of Applied Capital LLC's portfolio in Q3 2026, its #32 holding.
  • Applied Capital LLC first reported a position in Federal Agricultural Mortgage in Q1 2024 and has held it in 11 quarters since.
  • 57 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2026.

Based on Applied Capital LLC's 13F filing for Q3 2026, filed 7 Oct 2026.