Coldstream Capital Management’s Federal Agricultural Mortgage AGM Stock Holding History

Coldstream Capital 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
2025 Q2	–	Sell	-1,036	Closed	-$194K	–	1160
2025 Q1	$194K	Sell	1,036 -97	-9%	-$19K	﹤0.01%	1018
2024 Q4	$223K	Sell	1,133 -195	-15%	-$38.7K	﹤0.01%	962
2024 Q3	$249K	Sell	1,328 -57	-4%	-$10.9K	0.01%	931
2024 Q2	$250K	Sell	1,385 -19	-1%	-$3.43K	0.01%	837
2024 Q1	$276K	Buy	+1,404	New	+$261K	0.01%	799

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

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

CCM

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

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

Coldstream Capital Management's AGM Position: Q2 2025 in Review

Coldstream Capital Management sold out of Federal Agricultural Mortgage (AGM) in Q2 2025, closing a stake of 1,036 shares — an estimated $194K sold.

Coldstream Capital Management first reported a position in AGM in Q1 2024 and held it in 5 quarters. The position peaked at $276K in Q1 2024. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2025.

Coldstream Capital Management reported no remaining Federal Agricultural Mortgage position as of Q2 2025 after selling out during the quarter.
Coldstream Capital Management sold 1,036 Federal Agricultural Mortgage shares in Q2 2025, an estimated $194K.
Coldstream Capital Management first reported a position in Federal Agricultural Mortgage in Q1 2024 and held it in 5 quarters.
Coldstream Capital Management's Federal Agricultural Mortgage position peaked at $276K in Q1 2024.
255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.