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Sunbelt Securities’s Federal Agricultural Mortgage AGM Stock Holding History

Sunbelt Securities’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
-134
Closed -$26.4K – 2702
2025
Q2 		$26.4K Buy
+134
New +$24.6K ﹤0.01% 1096
2025
Q1 		– Sell
-134
Closed -$26.3K – 1794
2024
Q4 		$26.3K Hold
134
– – ﹤0.01% 1097
2024
Q3 		$25.1K Hold
134
– – ﹤0.01% 1112
2024
Q2 		$24.2K Sell
134
-69
-34% -$12.5K ﹤0.01% 1077
2024
Q1 		$40K Buy
203
+134
+194% +$24.9K ﹤0.01% 929
2023
Q4 		$13.2K Buy
69
+1
+1% +$163 ﹤0.01% 1118
2023
Q3 		$10.6K Buy
+68
New +$11K ﹤0.01% 1139

Other funds holding AGM

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return