Rockefeller Capital Management
AGM icon

Rockefeller Capital Management’s Federal Agricultural Mortgage AGM Stock Holding History

Rockefeller Capital 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 		$84.4K Sell
568
-52
-8% -$8.51K ﹤0.01% 2967
2025
Q4 		$109K Buy
620
+17
+3% +$2.86K ﹤0.01% 2678
2025
Q3 		$101K Buy
+603
New +$113K ﹤0.01% 2573
2022
Q4 		– Sell
-16
Closed -$1K – 3819
2022
Q3 		$1K Hold
16
– – ﹤0.01% 3660
2022
Q2 		$1K Hold
16
– – ﹤0.01% 3891
2022
Q1 		$1K Hold
16
– – ﹤0.01% 3689
2021
Q4 		$2K Hold
16
– – ﹤0.01% 3509
2021
Q3 		$1K Buy
+16
New +$1.59K ﹤0.01% 3529
2020
Q4 		– Sell
-66
Closed -$4K – 2836
2020
Q3 		$4K Buy
66
+24
+57% +$1.55K ﹤0.01% 2260
2020
Q2 		$3K Sell
42
-26
-38% -$1.61K ﹤0.01% 2201
2020
Q1 		$4K Buy
+68
New +$4.84K ﹤0.01% 1988

Other funds holding AGM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return