NAPLES GLOBAL ADVISORS, LLC
Position in AGM — Federal Agricultural Mortgage Corp
CIK 1582151
NAPLES, FL
Position in AGM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$311,459
+$101,841 QoQ
Shares Held
1,563
+10.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#144
of 255 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026NAPLES GLOBAL ADVISORS, LLC holds $14,233,625 across 6 Credit Services names. AGM ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
25,742 | $8,707,231 | |
| 2 | V |
Visa Inc.
|
9,313 | $3,195,197 | |
| 3 | MA |
Mastercard Inc
|
2,629 | $1,350,254 | |
| 4 | COF |
Capital One Financial Corp
|
2,281 | $457,614 | |
| 5 | AGM |
Federal Agricultural Mortgage Corp
This page
|
1,563 | $311,459 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
3,475 | $211,870 |
All Filings in AGM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,459 | 1,563 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $209,618 | 1,413 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $243,691 | 1,388 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $233,156 | 1,388 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $269,660 | 1,388 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $260,263 | 1,388 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $273,366 | 1,388 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $261,062 | 1,393 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $265,443 | 1,468 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $289,019 | 1,468 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $280,710 | 1,468 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $218,025 | 1,413 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $203,104 | 1,413 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $204,846 | 1,538 | Shares | Sole | 2023-04-17 | |
| 2021-12-31 | $216,877 | 1,750 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||