Pullen Investment Management’s Federal Agricultural Mortgage AGM Stock Holding History

Pullen Investment 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
2026 Q1	$2.75M	Buy	18,549 +733	+4%	+$120K	1.38%	21
2025 Q4	$3.13M	Sell	17,816 -122	-0.7%	-$20.5K	1.65%	16
2025 Q3	$3.01M	Buy	17,938 +1,981	+12%	+$371K	1.63%	14
2025 Q2	$3.1M	Sell	15,957 -55	-0.3%	-$10.1K	1.87%	11
2025 Q1	$3M	Sell	16,012 -1	-0%	-$196	1.9%	10
2024 Q4	$3.15M	Buy	16,013 +3,597	+29%	+$714K	2.05%	9
2024 Q3	$2.33M	Buy	12,416 +1,079	+10%	+$206K	1.7%	11
2024 Q2	$2.05M	Buy	11,337 +631	+6%	+$114K	1.7%	12
2024 Q1	$2.11M	Buy	+10,706	New	+$1.99M	1.78%	14

Other funds holding AGM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Pullen Investment Management's AGM Position: Q1 2026 in Review

Pullen Investment Management increased its Federal Agricultural Mortgage (AGM) stake by 4.1% in Q1 2026, buying an estimated $120K and bringing the position to 18,549 shares worth $2.75M. The position accounts for 1.38% of the portfolio, ranked #21.

Pullen Investment Management first reported a position in AGM in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.15M in Q4 2024. 232 funds tracked by Wall St. Rank hold AGM as of Q1 2026.

Pullen Investment Management held 18,549 shares of Federal Agricultural Mortgage worth $2.75M as of Q1 2026.
Pullen Investment Management bought 733 Federal Agricultural Mortgage shares in Q1 2026, an estimated $120K.
Federal Agricultural Mortgage made up 1.38% of Pullen Investment Management's portfolio in Q1 2026, its #21 holding.
Pullen Investment Management first reported a position in Federal Agricultural Mortgage in Q1 2024 and has held it in 9 quarters since.
Pullen Investment Management's Federal Agricultural Mortgage position peaked at $3.15M in Q4 2024.
232 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2026.

Based on Pullen Investment Management's 13F filing for Q1 2026, filed 15 Apr 2026.