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Napatree Capital’s Federal Agricultural Mortgage AGM Stock Holding History

Napatree 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 		$286K Buy
1,525
+102
+7% +$20K 0.16% 156
2024
Q4 		$280K Buy
1,423
+91
+7% +$18.1K 0.16% 145
2024
Q3 		$250K Buy
1,332
+1
+0.1% +$191 0.17% 132
2024
Q2 		$241K Hold
1,331
– – 0.2% 119
2024
Q1 		$248K Hold
1,331
– – 0.24% 102
2023
Q4 		$255K Buy
+1,331
New +$216K 0.26% 101

Other funds holding AGM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Napatree Capital's AGM Position: Q1 2025 in Review

Napatree Capital increased its Federal Agricultural Mortgage (AGM) stake by 7.2% in Q1 2025, buying an estimated $20K and bringing the position to 1,525 shares worth $286K. The position accounts for 0.16% of the portfolio, ranked #156.

Napatree Capital first reported a position in AGM in Q4 2023 and has held it in 6 quarters since. 247 funds tracked by Wall St. Rank hold AGM as of Q1 2025.

  • Napatree Capital held 1,525 shares of Federal Agricultural Mortgage worth $286K as of Q1 2025.
  • Napatree Capital bought 102 Federal Agricultural Mortgage shares in Q1 2025, an estimated $20K.
  • Federal Agricultural Mortgage made up 0.16% of Napatree Capital's portfolio in Q1 2025, its #156 holding.
  • Napatree Capital first reported a position in Federal Agricultural Mortgage in Q4 2023 and has held it in 6 quarters since.
  • 247 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.