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InceptionR’s Federal Agricultural Mortgage AGM Stock Holding History

InceptionR’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
-1,042
Closed -$202K – 653
2025
Q2 		$202K Sell
1,042
-395
-27% -$72.5K 0.05% 569
2025
Q1 		$269K Buy
+1,437
New +$282K 0.08% 404

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

InceptionR's AGM Position: Q3 2025 in Review

InceptionR sold out of Federal Agricultural Mortgage (AGM) in Q3 2025, closing a stake of 1,042 shares — an estimated $202K sold.

InceptionR first reported a position in AGM in Q1 2025 and held it in 2 quarters. The position peaked at $269K in Q1 2025. 241 funds tracked by Wall St. Rank hold AGM as of Q3 2025.

  • InceptionR reported no remaining Federal Agricultural Mortgage position as of Q3 2025 after selling out during the quarter.
  • InceptionR sold 1,042 Federal Agricultural Mortgage shares in Q3 2025, an estimated $202K.
  • InceptionR first reported a position in Federal Agricultural Mortgage in Q1 2025 and held it in 2 quarters.
  • InceptionR's Federal Agricultural Mortgage position peaked at $269K in Q1 2025.
  • 241 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2025.

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