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Caption Management’s Federal Agricultural Mortgage AGM Stock Holding History

Caption Management’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 		$1.97M Buy
13,289
+3,290
+33% +$538K 0.01% 827
2025
Q4 		$1.76M Buy
+9,999
New +$1.68M 0.01% 879
2022
Q1 		– Sell
-12,500
Closed -$1.55M – 1423
2021
Q4 		$1.55M Buy
+12,500
New +$1.54M 0.02% 874

Other funds holding AGM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Caption Management's AGM Position: Q1 2026 in Review

Caption Management increased its Federal Agricultural Mortgage (AGM) stake by 33% in Q1 2026, buying an estimated $538K and bringing the position to 13,289 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #827.

Caption Management first reported a position in AGM in Q4 2021 and has held it in 3 quarters since. 232 funds tracked by Wall St. Rank hold AGM as of Q1 2026.

  • Caption Management held 13,289 shares of Federal Agricultural Mortgage worth $1.97M as of Q1 2026.
  • Caption Management bought 3,290 Federal Agricultural Mortgage shares in Q1 2026, an estimated $538K.
  • Federal Agricultural Mortgage made up 0.01% of Caption Management's portfolio in Q1 2026, its #827 holding.
  • Caption Management first reported a position in Federal Agricultural Mortgage in Q4 2021 and has held it in 3 quarters since.
  • 232 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.