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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 $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

Sunbelt Securities's AGM Position: Q3 2025 in Review

Sunbelt Securities sold out of Federal Agricultural Mortgage (AGM) in Q3 2025, closing a stake of 134 shares — an estimated $26.4K sold.

Sunbelt Securities first reported a position in AGM in Q3 2023 and held it in 7 quarters. The position peaked at $40K in Q1 2024. 241 funds tracked by Wall St. Rank hold AGM as of Q3 2025.

  • Sunbelt Securities reported no remaining Federal Agricultural Mortgage position as of Q3 2025 after selling out during the quarter.
  • Sunbelt Securities sold 134 Federal Agricultural Mortgage shares in Q3 2025, an estimated $26.4K.
  • Sunbelt Securities first reported a position in Federal Agricultural Mortgage in Q3 2023 and held it in 7 quarters.
  • Sunbelt Securities's Federal Agricultural Mortgage position peaked at $40K in Q1 2024.
  • 241 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.