Lindbrook Capital’s Federal Agricultural Mortgage AGM Stock Holding History

Lindbrook Capital’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	$10.7K	Hold	57	–	–	﹤0.01%	1620
2024 Q4	$11.2K	Sell	57 -2	-3%	-$397	﹤0.01%	1599
2024 Q3	$11.1K	Hold	59	–	–	﹤0.01%	1621
2024 Q2	$10.7K	Sell	59 -5	-8%	-$903	﹤0.01%	1588
2024 Q1	$12.6K	Buy	64 +6	+10%	+$1.12K	﹤0.01%	1445
2023 Q4	$11.1K	Buy	58 +5	+9%	+$813	﹤0.01%	1497
2023 Q3	$8.18K	Buy	53 +1	+2%	+$162	﹤0.01%	1511
2023 Q2	$7.47K	Hold	52	–	–	﹤0.01%	1625
2023 Q1	$6.93K	Sell	52 -2	-4%	-$263	﹤0.01%	1697
2022 Q4	$6.09K	Sell	54 -7	-11%	-$805	﹤0.01%	1708
2022 Q3	$6K	Buy	61 +53	+663%	+$5.62K	﹤0.01%	1538
2022 Q2	$1K	Buy	+8	New	+$822	﹤0.01%	2128

Other funds holding AGM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lindbrook Capital's AGM Position: Q1 2025 in Review

Lindbrook Capital held its Federal Agricultural Mortgage (AGM) position steady in Q1 2025 at 57 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1620.

Lindbrook Capital first reported a position in AGM in Q2 2022 and has held it in 12 quarters since. The position peaked at $12.6K in Q1 2024. 247 funds tracked by Wall St. Rank hold AGM as of Q1 2025.

Lindbrook Capital held 57 shares of Federal Agricultural Mortgage worth $10.7K as of Q1 2025.
Lindbrook Capital left its Federal Agricultural Mortgage share count unchanged in Q1 2025.
Federal Agricultural Mortgage made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1620 holding.
Lindbrook Capital first reported a position in Federal Agricultural Mortgage in Q2 2022 and has held it in 12 quarters since.
Lindbrook Capital's Federal Agricultural Mortgage position peaked at $12.6K in Q1 2024.
247 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.