Yorktown Management & Research Company’s Federal Agricultural Mortgage AGM Stock Holding History

Yorktown Management & Research Company’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	-1,600	Closed	-$311K	–	209
2025 Q2	$311K	Hold	1,600	–	–	0.3%	160
2025 Q1	$300K	Hold	1,600	–	–	0.33%	149
2024 Q4	$315K	Buy	+1,600	New	+$317K	0.3%	164
2017 Q3	–	Sell	-5,000	Closed	-$324K	–	371
2017 Q2	$324K	Hold	5,000	–	–	0.1%	127
2017 Q1	$288K	Hold	5,000	–	–	0.08%	178
2016 Q4	$286K	Buy	+5,000	New	+$243K	0.07%	160

Other funds holding AGM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Yorktown Management & Research Company's AGM Position: Q3 2025 in Review

Yorktown Management & Research Company sold out of Federal Agricultural Mortgage (AGM) in Q3 2025, closing a stake of 1,600 shares — an estimated $311K sold.

Yorktown Management & Research Company first reported a position in AGM in Q4 2016 and held it in 6 quarters. The position peaked at $324K in Q2 2017. 241 funds tracked by Wall St. Rank hold AGM as of Q3 2025.

Yorktown Management & Research Company reported no remaining Federal Agricultural Mortgage position as of Q3 2025 after selling out during the quarter.
Yorktown Management & Research Company sold 1,600 Federal Agricultural Mortgage shares in Q3 2025, an estimated $311K.
Yorktown Management & Research Company first reported a position in Federal Agricultural Mortgage in Q4 2016 and held it in 6 quarters.
Yorktown Management & Research Company's Federal Agricultural Mortgage position peaked at $324K in Q2 2017.
241 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2025.

Based on Yorktown Management & Research Company's 13F filing for Q3 2025, filed 29 Oct 2025.