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Denali Advisors’s Federal Agricultural Mortgage AGM Stock Holding History

Denali Advisors’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
Q1 		– Sell
-11,300
Closed -$2.23M – 275
2024
Q4 		$2.23M Buy
+11,300
New +$2.24M 0.23% 123
2023
Q4 		– Sell
-11,600
Closed -$1.79M – 454
2023
Q3 		$1.79M Sell
11,600
-20,213
-64% -$3.27M 0.63% 52
2023
Q2 		$4.57M Buy
31,813
+16,213
+104% +$2.22M 1.61% 7
2023
Q1 		$2.08M Buy
15,600
+4,500
+41% +$591K 0.86% 44
2022
Q4 		$1.25M Sell
11,100
-5,400
-33% -$621K 0.52% 59
2022
Q3 		$1.64M Sell
16,500
-500
-3% -$53K 0.77% 48
2022
Q2 		$1.66M Buy
17,000
+600
+4% +$61.7K 0.72% 51
2022
Q1 		$1.78M Hold
16,400
– – 0.69% 49
2021
Q4 		$2.03M Sell
16,400
-22,400
-58% -$2.76M 0.76% 51
2021
Q3 		$4.21M Sell
38,800
-8,500
-18% -$842K 1.76% 6
2021
Q2 		$4.68M Sell
47,300
-5,340
-10% -$542K 1.79% 10
2021
Q1 		$5.3M Buy
52,640
+1,100
+2% +$95K 1.63% 2
2020
Q4 		$3.83M Buy
51,540
+12,140
+31% +$844K 0.65% 57
2020
Q3 		$2.51M Buy
39,400
+9,950
+34% +$643K 0.5% 68
2020
Q2 		$1.89M Buy
29,450
+11,670
+66% +$723K 0.37% 91
2020
Q1 		$989K Buy
17,780
+127
+0.7% +$9.03K 0.21% 115
2019
Q4 		$1.47M Buy
17,653
+5,097
+41% +$424K 0.21% 120
2019
Q3 		$1.02M Buy
12,556
+10,152
+422% +$797K 0.14% 147
2019
Q2 		$175K Buy
+2,404
New +$177K 0.03% 187
2013
Q4 		– Sell
-21
Closed -$1K – 258
2013
Q3 		$1K Hold
21
– – ﹤0.01% 166
2013
Q2 		$1K Buy
+21
New +$637 ﹤0.01% 167

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Denali Advisors's AGM Position: Q1 2025 in Review

Denali Advisors sold out of Federal Agricultural Mortgage (AGM) in Q1 2025, closing a stake of 11,300 shares — an estimated $2.23M sold.

Denali Advisors first reported a position in AGM in Q2 2013 and held it in 21 quarters. The position peaked at $5.3M in Q1 2021. 247 funds tracked by Wall St. Rank hold AGM as of Q1 2025.

  • Denali Advisors reported no remaining Federal Agricultural Mortgage position as of Q1 2025 after selling out during the quarter.
  • Denali Advisors sold 11,300 Federal Agricultural Mortgage shares in Q1 2025, an estimated $2.23M.
  • Denali Advisors first reported a position in Federal Agricultural Mortgage in Q2 2013 and held it in 21 quarters.
  • Denali Advisors's Federal Agricultural Mortgage position peaked at $5.3M in Q1 2021.
  • 247 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2025.

Based on Denali Advisors's 13F filing for Q1 2025, filed 5 May 2025.