YMRC
AGM icon

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
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