ClearBridge Investments’s Federal Agricultural Mortgage AGM Stock Holding History

ClearBridge Investments’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 Q3	–	Sell	-6,400	Closed	-$1.24M	–	713
2025 Q2	$1.24M	Hold	6,400	–	–	﹤0.01%	634
2025 Q1	$1.2M	Hold	6,400	–	–	﹤0.01%	629
2024 Q4	$1.26M	Hold	6,400	–	–	﹤0.01%	638
2024 Q3	$1.2M	Hold	6,400	–	–	﹤0.01%	640
2024 Q2	$1.16M	Hold	6,400	–	–	﹤0.01%	666
2024 Q1	$1.26M	Hold	6,400	–	–	﹤0.01%	654
2023 Q4	$1.22M	Hold	6,400	–	–	﹤0.01%	657
2023 Q3	$988K	Hold	6,400	–	–	﹤0.01%	624
2023 Q2	$920K	Hold	6,400	–	–	﹤0.01%	636
2023 Q1	$852K	Hold	6,400	–	–	﹤0.01%	650
2022 Q4	$721K	Hold	6,400	–	–	﹤0.01%	685
2022 Q3	$634K	Hold	6,400	–	–	﹤0.01%	691
2022 Q2	$625K	Hold	6,400	–	–	﹤0.01%	712
2022 Q1	$694K	Hold	6,400	–	–	﹤0.01%	722
2021 Q4	$793K	Hold	6,400	–	–	﹤0.01%	722
2021 Q3	$695K	Hold	6,400	–	–	﹤0.01%	719
2021 Q2	$633K	Hold	6,400	–	–	﹤0.01%	751
2021 Q1	$645K	Hold	6,400	–	–	﹤0.01%	729
2020 Q4	$475K	Hold	6,400	–	–	﹤0.01%	736
2020 Q3	$407K	Hold	6,400	–	–	﹤0.01%	716
2020 Q2	$410K	Hold	6,400	–	–	﹤0.01%	676
2020 Q1	$356K	Hold	6,400	–	–	﹤0.01%	665
2019 Q4	$534K	Buy	+6,400	New	+$532K	﹤0.01%	676

Other funds holding AGM

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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ClearBridge Investments's AGM Position: Q3 2025 in Review

ClearBridge Investments sold out of Federal Agricultural Mortgage (AGM) in Q3 2025, closing a stake of 6,400 shares — an estimated $1.24M sold.

ClearBridge Investments first reported a position in AGM in Q4 2019 and held it in 23 quarters. The position peaked at $1.26M in Q4 2024. 241 funds tracked by Wall St. Rank hold AGM as of Q3 2025.

ClearBridge Investments reported no remaining Federal Agricultural Mortgage position as of Q3 2025 after selling out during the quarter.
ClearBridge Investments sold 6,400 Federal Agricultural Mortgage shares in Q3 2025, an estimated $1.24M.
ClearBridge Investments first reported a position in Federal Agricultural Mortgage in Q4 2019 and held it in 23 quarters.
ClearBridge Investments's Federal Agricultural Mortgage position peaked at $1.26M in Q4 2024.
241 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2025.

Based on ClearBridge Investments's 13F filing for Q3 2025, filed 13 Nov 2025.