Crown Advisors Management’s Federal Agricultural Mortgage AGM Stock Holding History

Crown Advisors 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	–	Sell	-35,000	Closed	-$6.14M	–	41
2025 Q4	$6.14M	Sell	35,000 -10,000	-22%	-$1.68M	4.04%	7
2025 Q3	$7.56M	Buy	45,000 +5,000	+13%	+$936K	5.06%	5
2025 Q2	$7.77M	Hold	40,000	–	–	6.2%	3
2025 Q1	$7.5M	Hold	40,000	–	–	6.61%	2
2024 Q4	$7.88M	Hold	40,000	–	–	5.06%	3
2024 Q3	$7.5M	Hold	40,000	–	–	4.82%	6
2024 Q2	$7.23M	Hold	40,000	–	–	4.64%	4
2024 Q1	$7.88M	Hold	40,000	–	–	4.77%	5
2023 Q4	$7.65M	Buy	40,000 +5,000	+14%	+$813K	5.24%	4
2023 Q3	$5.4M	Buy	35,000 +5,000	+17%	+$809K	3.84%	4
2023 Q2	$4.31M	Hold	30,000	–	–	2.81%	9
2023 Q1	$4M	Hold	30,000	–	–	2.98%	11
2022 Q4	$3.38M	Hold	30,000	–	–	3.08%	13
2022 Q3	$2.97M	Hold	30,000	–	–	2.95%	13
2022 Q2	$2.93M	Buy	30,000 +5,000	+20%	+$514K	2.69%	14
2022 Q1	$2.71M	Hold	25,000	–	–	1.91%	23
2021 Q4	$3.1M	Hold	25,000	–	–	1.99%	23
2021 Q3	$2.71M	Buy	+25,000	New	+$2.48M	1.91%	25
2020 Q1	–	Sell	-30,000	Closed	-$2.5M	–	41
2019 Q4	$2.5M	Hold	30,000	–	–	1.61%	35
2019 Q3	$2.45M	Hold	30,000	–	–	1.64%	32
2019 Q2	$2.18M	Buy	+30,000	New	+$2.21M	1.51%	32

Other funds holding AGM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Crown Advisors Management's AGM Position: Q1 2026 in Review

Crown Advisors Management sold out of Federal Agricultural Mortgage (AGM) in Q1 2026, closing a stake of 35,000 shares — an estimated $6.14M sold.

Crown Advisors Management first reported a position in AGM in Q2 2019 and held it in 21 quarters. The position peaked at $7.88M in Q4 2024. 232 funds tracked by Wall St. Rank hold AGM as of Q1 2026.

Crown Advisors Management reported no remaining Federal Agricultural Mortgage position as of Q1 2026 after selling out during the quarter.
Crown Advisors Management sold 35,000 Federal Agricultural Mortgage shares in Q1 2026, an estimated $6.14M.
Crown Advisors Management first reported a position in Federal Agricultural Mortgage in Q2 2019 and held it in 21 quarters.
Crown Advisors Management's Federal Agricultural Mortgage position peaked at $7.88M in Q4 2024.
232 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2026.

Based on Crown Advisors Management's 13F filing for Q1 2026, filed 8 May 2026.