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R Squared’s Federal Agricultural Mortgage AGM Stock Holding History

R Squared’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
Q3 		– Sell
-1,802
Closed -$350K – 546
2025
Q2 		$350K Buy
+1,802
New +$331K 0.19% 180

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

R Squared's AGM Position: Q3 2025 in Review

R Squared sold out of Federal Agricultural Mortgage (AGM) in Q3 2025, closing a stake of 1,802 shares — an estimated $350K sold.

R Squared first reported a position in AGM in Q2 2025 and held it in 1 quarter. The position peaked at $350K in Q2 2025. 241 funds tracked by Wall St. Rank hold AGM as of Q3 2025.

  • R Squared reported no remaining Federal Agricultural Mortgage position as of Q3 2025 after selling out during the quarter.
  • R Squared sold 1,802 Federal Agricultural Mortgage shares in Q3 2025, an estimated $350K.
  • R Squared first reported a position in Federal Agricultural Mortgage in Q2 2025 and held it in 1 quarter.
  • R Squared's Federal Agricultural Mortgage position peaked at $350K in Q2 2025.
  • 241 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2025.

Based on R Squared's 13F filing for Q3 2025, filed 12 Nov 2025.