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VELA Investment Management’s Federal Agricultural Mortgage AGM Stock Holding History

VELA Investment 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
Q2 		$3.32M Buy
16,648
+952
+6% +$167K 0.72% 51
2026
Q1 		$2.33M Buy
15,696
+12,838
+449% +$2.1M 0.54% 61
2025
Q4 		$502K Sell
2,858
-12,681
-82% -$2.13M 0.12% 147
2025
Q3 		$2.61M Buy
15,539
+189
+1% +$35.4K 0.64% 47
2025
Q2 		$2.98M Buy
15,350
+2,368
+18% +$435K 0.81% 41
2025
Q1 		$2.43M Buy
12,982
+4,228
+48% +$830K 0.76% 43
2024
Q4 		$1.72M Buy
+8,754
New +$1.74M 0.48% 73

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

VELA Investment Management's AGM Position: Q2 2026 in Review

VELA Investment Management increased its Federal Agricultural Mortgage (AGM) stake by 6.1% in Q2 2026, buying an estimated $167K and bringing the position to 16,648 shares worth $3.32M. The position accounts for 0.72% of the portfolio, ranked #51.

VELA Investment Management first reported a position in AGM in Q4 2024 and has held it in 7 quarters since. 256 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • VELA Investment Management held 16,648 shares of Federal Agricultural Mortgage worth $3.32M as of Q2 2026.
  • VELA Investment Management bought 952 Federal Agricultural Mortgage shares in Q2 2026, an estimated $167K.
  • Federal Agricultural Mortgage made up 0.72% of VELA Investment Management's portfolio in Q2 2026, its #51 holding.
  • VELA Investment Management first reported a position in Federal Agricultural Mortgage in Q4 2024 and has held it in 7 quarters since.
  • 256 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on VELA Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.