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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
Q2 		$3.78M Buy
18,994
+445
+2% +$78K 1.75% 12
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
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pullen Investment Management's AGM Position: Q2 2026 in Review

Pullen Investment Management increased its Federal Agricultural Mortgage (AGM) stake by 2.4% in Q2 2026, buying an estimated $78K and bringing the position to 18,994 shares worth $3.78M. The position accounts for 1.75% of the portfolio, ranked #12.

Pullen Investment Management first reported a position in AGM in Q1 2024 and has held it in 10 quarters since. 257 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • Pullen Investment Management held 18,994 shares of Federal Agricultural Mortgage worth $3.78M as of Q2 2026.
  • Pullen Investment Management bought 445 Federal Agricultural Mortgage shares in Q2 2026, an estimated $78K.
  • Federal Agricultural Mortgage made up 1.75% of Pullen Investment Management's portfolio in Q2 2026, its #12 holding.
  • Pullen Investment Management first reported a position in Federal Agricultural Mortgage in Q1 2024 and has held it in 10 quarters since.
  • 257 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on Pullen Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.