Campbell & Co Investment Adviser’s Federal Agricultural Mortgage AGM Stock Holding History

Campbell & Co Investment Adviser’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
2025 Q1	–	Sell	-2,276	Closed	-$448K	–	1001
2024 Q4	$448K	Sell	2,276 -491	-18%	-$97.4K	0.03%	698
2024 Q3	$519K	Buy	+2,767	New	+$528K	0.04%	701
2024 Q1	–	Sell	-2,598	Closed	-$497K	–	1079
2023 Q4	$497K	Buy	+2,598	New	+$423K	0.04%	715
2023 Q3	–	Sell	-1,584	Closed	-$228K	–	913
2023 Q2	$228K	Buy	+1,584	New	+$217K	0.04%	767
2022 Q1	–	Sell	-3,600	Closed	-$446K	–	681
2021 Q4	$446K	Buy	+3,600	New	+$443K	0.15%	232
2018 Q2	–	Sell	-3,265	Closed	-$284K	–	359
2018 Q1	$284K	Buy	+3,265	New	+$265K	0.24%	180

Other funds holding AGM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Campbell & Co Investment Adviser's AGM Position: Q1 2025 in Review

Campbell & Co Investment Adviser sold out of Federal Agricultural Mortgage (AGM) in Q1 2025, closing a stake of 2,276 shares — an estimated $448K sold.

Campbell & Co Investment Adviser first reported a position in AGM in Q1 2018 and held it in 6 quarters. The position peaked at $519K in Q3 2024. 247 funds tracked by Wall St. Rank hold AGM as of Q1 2025.

Campbell & Co Investment Adviser reported no remaining Federal Agricultural Mortgage position as of Q1 2025 after selling out during the quarter.
Campbell & Co Investment Adviser sold 2,276 Federal Agricultural Mortgage shares in Q1 2025, an estimated $448K.
Campbell & Co Investment Adviser first reported a position in Federal Agricultural Mortgage in Q1 2018 and held it in 6 quarters.
Campbell & Co Investment Adviser's Federal Agricultural Mortgage position peaked at $519K in Q3 2024.
247 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2025.

Based on Campbell & Co Investment Adviser's 13F filing for Q1 2025, filed 14 May 2025.