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Oppenheimer Asset Management’s Federal Agricultural Mortgage AGM Stock Holding History

Oppenheimer Asset Management’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
-1,246
Closed -$242K – 1156
2025
Q2 		$242K Sell
1,246
-30
-2% -$5.51K ﹤0.01% 1034
2025
Q1 		$239K Buy
1,276
+16
+1% +$3.14K ﹤0.01% 1015
2024
Q4 		$248K Sell
1,260
-7
-0.6% -$1.39K ﹤0.01% 1030
2024
Q3 		$237K Sell
1,267
-471
-27% -$89.9K ﹤0.01% 1052
2024
Q2 		$314K Buy
1,738
+389
+29% +$70.2K ﹤0.01% 967
2024
Q1 		$266K Sell
1,349
-269
-17% -$50K ﹤0.01% 984
2023
Q4 		$309K Buy
1,618
+42
+3% +$6.83K ﹤0.01% 981
2023
Q3 		$243K Sell
1,576
-10
-0.6% -$1.62K ﹤0.01% 1008
2023
Q2 		$228K Sell
1,586
-2
-0.1% -$274 ﹤0.01% 1031
2023
Q1 		$212K Sell
1,588
-228
-13% -$29.9K ﹤0.01% 1046
2022
Q4 		$205K Buy
+1,816
New +$209K ﹤0.01% 1067
2022
Q2 		– Sell
-1,873
Closed -$203K – 1158
2022
Q1 		$203K Buy
1,873
+33
+2% +$4.04K ﹤0.01% 1131
2021
Q4 		$228K Buy
+1,840
New +$226K ﹤0.01% 1151

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

Oppenheimer Asset Management's AGM Position: Q3 2025 in Review

Oppenheimer Asset Management sold out of Federal Agricultural Mortgage (AGM) in Q3 2025, closing a stake of 1,246 shares — an estimated $242K sold.

Oppenheimer Asset Management first reported a position in AGM in Q4 2021 and held it in 13 quarters. The position peaked at $314K in Q2 2024. 241 funds tracked by Wall St. Rank hold AGM as of Q3 2025.

  • Oppenheimer Asset Management reported no remaining Federal Agricultural Mortgage position as of Q3 2025 after selling out during the quarter.
  • Oppenheimer Asset Management sold 1,246 Federal Agricultural Mortgage shares in Q3 2025, an estimated $242K.
  • Oppenheimer Asset Management first reported a position in Federal Agricultural Mortgage in Q4 2021 and held it in 13 quarters.
  • Oppenheimer Asset Management's Federal Agricultural Mortgage position peaked at $314K in Q2 2024.
  • 241 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2025.

Based on Oppenheimer Asset Management's 13F filing for Q3 2025, filed 6 Nov 2025.