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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Principal Securities's AGM Position: Q4 2025 in Review

Principal Securities sold out of Federal Agricultural Mortgage (AGM) in Q4 2025, closing a stake of 197 shares — an estimated $33.1K sold.

Principal Securities first reported a position in AGM in Q4 2023 and held it in 8 quarters. The position peaked at $41.4K in Q1 2025. 235 funds tracked by Wall St. Rank hold AGM as of Q4 2025.

Principal Securities reported no remaining Federal Agricultural Mortgage position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 197 Federal Agricultural Mortgage shares in Q4 2025, an estimated $33.1K.
Principal Securities first reported a position in Federal Agricultural Mortgage in Q4 2023 and held it in 8 quarters.
Principal Securities's Federal Agricultural Mortgage position peaked at $41.4K in Q1 2025.
235 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.