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Principal Securities’s Federal Agricultural Mortgage AGM Stock Holding History

Principal Securities’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
Q4 		– Sell
-197
Closed -$33.1K – 1389
2025
Q3 		$33.1K Buy
197
+6
+3% +$1.12K ﹤0.01% 2157
2025
Q2 		$37.1K Sell
191
-19
-9% -$3.49K ﹤0.01% 2021
2025
Q1 		$41.4K Hold
210
– – ﹤0.01% 1834
2024
Q4 		$41.4K Buy
210
+6
+3% +$1.19K ﹤0.01% 1831
2024
Q3 		$38.2K Sell
204
-1
-0.5% -$191 ﹤0.01% 1808
2024
Q2 		$37.1K Buy
205
+35
+21% +$6.32K ﹤0.01% 1757
2024
Q1 		$33.5K Sell
170
-10
-6% -$1.86K ﹤0.01% 1745
2023
Q4 		$34.4K Buy
+180
New +$29.3K ﹤0.01% 1644

Other funds holding AGM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return