NGA
AGM icon

Naples Global Advisors’s Federal Agricultural Mortgage AGM Stock Holding History

Naples Global 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
2026
Q2 		$311K Buy
1,563
+150
+11% +$26.3K 0.02% 405
2026
Q1 		$210K Buy
1,413
+25
+2% +$4.09K 0.02% 430
2025
Q4 		$244K Hold
1,388
– – 0.02% 408
2025
Q3 		$233K Hold
1,388
– – 0.02% 414
2025
Q2 		$270K Hold
1,388
– – 0.02% 375
2025
Q1 		$260K Hold
1,388
– – 0.02% 365
2024
Q4 		$273K Sell
1,388
-5
-0.4% -$992 0.03% 357
2024
Q3 		$261K Sell
1,393
-75
-5% -$14.3K 0.02% 362
2024
Q2 		$265K Hold
1,468
– – 0.03% 351
2024
Q1 		$289K Hold
1,468
– – 0.03% 350
2023
Q4 		$281K Buy
1,468
+55
+4% +$8.95K 0.03% 353
2023
Q3 		$218K Hold
1,413
– – 0.03% 373
2023
Q2 		$203K Sell
1,413
-125
-8% -$17.1K 0.02% 385
2023
Q1 		$205K Buy
+1,538
New +$202K 0.03% 378
2022
Q1 		– Sell
-1,750
Closed -$217K – 396
2021
Q4 		$217K Buy
+1,750
New +$215K 0.03% 381

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Naples Global Advisors's AGM Position: Q2 2026 in Review

Naples Global Advisors increased its Federal Agricultural Mortgage (AGM) stake by 11% in Q2 2026, buying an estimated $26.3K and bringing the position to 1,563 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #405.

Naples Global Advisors first reported a position in AGM in Q4 2021 and has held it in 15 quarters since. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Naples Global Advisors held 1,563 shares of Federal Agricultural Mortgage worth $311K as of Q2 2026.
  • Naples Global Advisors bought 150 Federal Agricultural Mortgage shares in Q2 2026, an estimated $26.3K.
  • Federal Agricultural Mortgage made up 0.02% of Naples Global Advisors's portfolio in Q2 2026, its #405 holding.
  • Naples Global Advisors first reported a position in Federal Agricultural Mortgage in Q4 2021 and has held it in 15 quarters since.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.