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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
Q2 		– Sell
-20,000
Closed -$2.97M – 1614
2026
Q1 		$2.97M Sell
20,000
-5,000
-20% -$818K 0.02% 698
2025
Q4 		$4.39M Buy
+25,000
New +$4.2M 0.03% 561

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Caption Management's AGM Position: Q2 2026 in Review

Caption Management sold out of Federal Agricultural Mortgage (AGM) in Q2 2026, closing a stake of 13,289 shares — an estimated $1.97M sold.

Caption Management first reported a position in AGM in Q4 2021 and held it in 3 quarters. The position peaked at $1.97M in Q1 2026. 257 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Caption Management reported no remaining Federal Agricultural Mortgage position as of Q2 2026 after selling out during the quarter.
  • Caption Management sold 13,289 Federal Agricultural Mortgage shares in Q2 2026, an estimated $1.97M.
  • Caption Management first reported a position in Federal Agricultural Mortgage in Q4 2021 and held it in 3 quarters.
  • Caption Management's Federal Agricultural Mortgage position peaked at $1.97M in Q1 2026.
  • 257 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Caption Management's 13F filing for Q2 2026, filed 14 Aug 2026.