Shell Asset Management’s Federal Agricultural Mortgage AGM Stock Holding History

Shell Asset 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
2025 Q3	$4K	Sell	26 -65	-71%	-$12.2K	﹤0.01%	1138
2025 Q2	$18K	Hold	91	–	–	﹤0.01%	1232
2025 Q1	$17K	Sell	91 -4	-4%	-$785	﹤0.01%	1235
2024 Q4	$19K	Hold	95	–	–	﹤0.01%	1241
2024 Q3	$18K	Buy	+95	New	+$18.1K	﹤0.01%	1239
2024 Q1	$18K	Sell	98 -27	-22%	-$5.02K	﹤0.01%	1233
2023 Q4	$24K	Sell	125 -29	-19%	-$4.72K	﹤0.01%	1227
2023 Q3	$24K	Hold	154	–	–	﹤0.01%	1235
2023 Q2	$22K	Sell	154 -1	-0.6%	-$137	﹤0.01%	1258
2023 Q1	$21K	Sell	155 -3,739	-96%	-$491K	﹤0.01%	1230
2022 Q4	$439K	Sell	3,894 -743	-16%	-$85.5K	0.02%	590
2022 Q3	$460K	Sell	4,637 -1,230	-21%	-$130K	0.02%	605
2022 Q2	$573K	Sell	5,867 -1,133	-16%	-$116K	0.02%	639
2022 Q1	$759K	Sell	7,000 -2,143	-23%	-$262K	0.02%	610
2021 Q4	$1.13M	Buy	9,143 +41	+0.5%	+$5.04K	0.02%	512
2021 Q3	$988K	Sell	9,102 -390	-4%	-$38.7K	0.02%	523
2021 Q2	$939K	Sell	9,492 -3,194	-25%	-$324K	0.02%	605
2021 Q1	$1.28M	Sell	12,686 -80	-0.6%	-$6.91K	0.03%	461
2020 Q4	$948K	Hold	12,766	–	–	0.02%	520
2020 Q3	$813K	Hold	12,766	–	–	0.02%	510
2020 Q2	$817K	Sell	12,766 -146	-1%	-$9.05K	0.02%	493
2020 Q1	$718K	Sell	12,912 -196	-1%	-$13.9K	0.02%	521
2019 Q4	$1.09M	Sell	13,108 -293	-2%	-$24.4K	0.02%	517
2019 Q3	$1.09M	Sell	13,401 -115	-0.9%	-$9.03K	0.03%	500
2019 Q2	$982K	Sell	13,516 -309	-2%	-$22.7K	0.02%	567
2019 Q1	$1M	Hold	13,825	–	–	0.02%	562
2018 Q4	$836K	Sell	13,825 -1,200	-8%	-$79.6K	0.02%	594
2018 Q3	$1.08M	Hold	15,025	–	–	0.02%	617
2018 Q2	$1.34M	Sell	15,025 -804	-5%	-$72.2K	0.03%	524
2018 Q1	$1.38M	Hold	15,829	–	–	0.03%	519
2017 Q4	$1.24M	Buy	+15,829	New	+$1.17M	0.02%	564

Other funds holding AGM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

Shell Asset Management's AGM Position: Q3 2025 in Review

Shell Asset Management reduced its Federal Agricultural Mortgage (AGM) stake by 71% in Q3 2025, selling an estimated $12.2K and leaving 26 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Shell Asset Management first reported a position in AGM in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.38M in Q1 2018. 241 funds tracked by Wall St. Rank hold AGM as of Q3 2025.

Shell Asset Management held 26 shares of Federal Agricultural Mortgage worth $4K as of Q3 2025.
Shell Asset Management sold 65 Federal Agricultural Mortgage shares in Q3 2025, an estimated $12.2K.
Federal Agricultural Mortgage made up ﹤0.01% of Shell Asset Management's portfolio in Q3 2025, its #1138 holding.
Shell Asset Management first reported a position in Federal Agricultural Mortgage in Q4 2017 and has held it in 31 quarters since.
Shell Asset Management's Federal Agricultural Mortgage position peaked at $1.38M in Q1 2018.
241 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.