Copeland Capital Management, LLC
Position in AGM — Federal Agricultural Mortgage Corp
CIK 1541743
Conshohocken, PA
Position in AGM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$45,794,836
+$10,697,748 QoQ
Shares Held
229,813
-2.9% QoQ
Ownership
2.12%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#14
of 258 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in AGM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Copeland Capital Management, LLC holds $86,991,316 across 5 Credit Services names. AGM ranks #1 (52.6% of the industry book) .
All Filings in AGM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,794,836 | 229,813 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $35,097,088 | 236,583 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $42,295,690 | 240,905 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $42,703,371 | 254,217 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $52,198,179 | 268,675 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $54,146,700 | 288,767 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $58,653,679 | 297,810 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $54,447,665 | 290,527 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $52,499,821 | 290,343 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $56,852,250 | 288,766 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $54,488,712 | 284,953 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $44,499,965 | 288,399 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $46,757,040 | 325,289 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $43,053,267 | 323,247 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $37,118,558 | 329,328 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $30,309,179 | 305,721 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $29,341,676 | 300,478 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $32,748,701 | 301,887 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $36,706,702 | 296,189 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $31,198,523 | 287,491 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $31,340,322 | 316,889 | Shares | Sole | 2022-01-18 | |
| 2021-03-31 | $34,018,381 | 337,752 | Shares | Sole | 2022-01-18 | |
| 2020-12-31 | $24,882,957 | 335,124 | Shares | Sole | 2022-01-18 | |
| 2020-09-30 | $21,853,332 | 343,282 | Shares | Sole | 2022-01-18 | |
| 2020-06-30 | $16,981,788 | 265,299 | 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. | ||||||