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 Q1	$2.43M	Buy	16,356 +13,064	+397%	+$2.14M	0.56%	60
2025 Q4	$578K	Sell	3,292 -12,247	-79%	-$2.06M	0.14%	143
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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

VELA Investment Management's AGM Position: Q1 2026 in Review

VELA Investment Management increased its Federal Agricultural Mortgage (AGM) stake by 397% in Q1 2026, buying an estimated $2.14M and bringing the position to 16,356 shares worth $2.43M. The position accounts for 0.56% of the portfolio, ranked #60.

VELA Investment Management first reported a position in AGM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.98M in Q2 2025. 232 funds tracked by Wall St. Rank hold AGM as of Q1 2026.

VELA Investment Management held 16,356 shares of Federal Agricultural Mortgage worth $2.43M as of Q1 2026.
VELA Investment Management bought 13,064 Federal Agricultural Mortgage shares in Q1 2026, an estimated $2.14M.
Federal Agricultural Mortgage made up 0.56% of VELA Investment Management's portfolio in Q1 2026, its #60 holding.
VELA Investment Management first reported a position in Federal Agricultural Mortgage in Q4 2024 and has held it in 6 quarters since.
VELA Investment Management's Federal Agricultural Mortgage position peaked at $2.98M in Q2 2025.
232 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2026.

Based on VELA Investment Management's 13F filing for Q1 2026, filed 8 May 2026.