Copeland Capital Management, LLC

Position in AGM — Federal Agricultural Mortgage Corp

CIK 1541743 Conshohocken, PA

Position in AGM

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$35,097,088

-$7,198,602 QoQ

Shares Held

236,583

-1.8% QoQ

Ownership

2.18%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 74% Shared 0% None 26%

Financial Services · as of Mar 31, 2026

Copeland Capital Management, LLC holds $53,144,448 across 3 Credit Services names. AGM ranks #1 (66.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGM	Federal Agricultural Mortgage Corp This page	236,583	$35,097,088
2	V	Visa Inc.	59,709	$18,046,448
3	COF	Capital One Financial Corp	5	$912

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$35,097,088	236,583	-1.8%	Shares	Sole	2026-05-06
2025-12-31	$42,295,690	240,905	-5.2%	Shares	Sole	2026-01-29
2025-09-30	$42,703,371	254,217	-5.4%	Shares	Sole	2025-10-17
2025-06-30	$52,198,179	268,675	-7.0%	Shares	Sole	2025-07-21
2025-03-31	$54,146,700	288,767	-3.0%	Shares	Sole	2025-04-24
2024-12-31	$58,653,679	297,810	+2.5%	Shares	Sole	2025-01-24
2024-09-30	$54,447,665	290,527	+0.1%	Shares	Sole	2024-10-21
2024-06-30	$52,499,821	290,343	+0.5%	Shares	Sole	2024-07-26
2024-03-31	$56,852,250	288,766	+1.3%	Shares	Sole	2024-04-19
2023-12-31	$54,488,712	284,953	-1.2%	Shares	Sole	2024-01-19
2023-09-30	$44,499,965	288,399	-11.3%	Shares	Sole	2023-10-23
2023-06-30	$46,757,040	325,289	+0.6%	Shares	Sole	2023-07-14
2023-03-31	$43,053,267	323,247	-1.8%	Shares	Sole	2023-04-14
2022-12-31	$37,118,558	329,328	+7.7%	Shares	Sole	2023-01-13
2022-09-30	$30,309,179	305,721	+1.7%	Shares	Sole	2022-10-12
2022-06-30	$29,341,676	300,478	-0.5%	Shares	Sole	2022-07-15
2022-03-31	$32,748,701	301,887	+1.9%	Shares	Sole	2022-04-18
2021-12-31	$36,706,702	296,189	+3.0%	Shares	Sole	2022-01-18
2021-09-30	$31,198,523	287,491	-9.3%	Shares	Sole	2022-01-18
2021-06-30	$31,340,322	316,889	-6.2%	Shares	Sole	2022-01-18
2021-03-31	$34,018,381	337,752	+0.8%	Shares	Sole	2022-01-18
2020-12-31	$24,882,957	335,124	-2.4%	Shares	Sole	2022-01-18
2020-09-30	$21,853,332	343,282	+29.4%	Shares	Sole	2022-01-18
2020-06-30	$16,981,788	265,299	-3.8%	Shares	Sole	2022-01-18
2020-03-31	$15,348,928	275,911	—	Shares	Sole	2022-01-18
No filing history on record for this holder in this stock.