Position in AGM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$7,771
+$1,986 QoQ
Shares Held
39
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#224
of 255 holders
Holding Since
Mar 2025
6 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, 2026Caldwell Trust Co holds $29,534,547 across 7 Credit Services names. AGM ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
23,948 | $12,299,692 | |
| 2 | V |
Visa Inc.
|
30,516 | $10,469,734 | |
| 3 | AXP |
American Express Co
|
18,631 | $6,301,935 | |
| 4 | COF |
Capital One Financial Corp
|
2,082 | $417,690 | |
| 5 | WU |
Western Union CO
|
4,148 | $31,939 | |
| 6 | AGM |
Federal Agricultural Mortgage Corp
This page
|
39 | $7,771 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
134 | $5,786 |
All Filings in AGM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,771 | 39 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $5,785 | 39 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,847 | 39 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,551 | 39 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $7,576 | 39 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $7,312 | 39 | Shares | Sole | 2025-09-23 | |
| No filing history on record for this holder in this stock. | ||||||