Pathstone Family Office’s Federal Agricultural Mortgage AGM Stock Holding History

Pathstone Family Office’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
2023 Q3	$219K	Buy	+1,420	New	+$230K	﹤0.01%	1456
2019 Q3	–	Sell	-504	Closed	-$37K	–	610
2019 Q2	$37K	Buy	504 +6	+1%	+$442	﹤0.01%	365
2019 Q1	$36K	Buy	498 +5	+1%	+$365	﹤0.01%	350
2018 Q4	$30K	Buy	+493	New	+$32.7K	0.01%	225

Other funds holding AGM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pathstone Family Office's AGM Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Federal Agricultural Mortgage (AGM) in Q3 2023: 1,420 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #1456 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in AGM as recently as Q2 2019.

Pathstone Family Office first reported a position in AGM in Q4 2018 and has held it in 4 quarters since. 199 funds tracked by Wall St. Rank hold AGM as of Q3 2023.

Pathstone Family Office held 1,420 shares of Federal Agricultural Mortgage worth $219K as of Q3 2023.
Federal Agricultural Mortgage was a new Pathstone Family Office position in Q3 2023.
Federal Agricultural Mortgage made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1456 holding.
Pathstone Family Office first reported a position in Federal Agricultural Mortgage in Q4 2018 and has held it in 4 quarters since.
199 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.