BANK OF MONTREAL /CAN/
BankPosition in AGM — Federal Agricultural Mortgage Corp
CIK 927971
TORONTO, A6
Position in AGM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,467,268
+$1,023,219 QoQ
Shares Held
25,090
-0.1% QoQ
Ownership
0.231%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#50
of 258 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in AGM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $3,614,967,397 across 21 Credit Services names. AGM ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
5,072,479 | $1,740,316,816 | |
| 2 | MA |
Mastercard Inc
|
2,117,873 | $1,087,739,569 | |
| 3 | AXP |
American Express Co
|
1,051,681 | $355,731,096 | |
| 4 | COF |
Capital One Financial Corp
|
1,088,879 | $218,450,901 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
6,168,171 | $110,595,302 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
1,000,919 | $43,219,678 | |
| 7 | SYF |
Synchrony Financial
|
292,602 | $22,252,379 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
130,189 | $10,616,910 |
All Filings in AGM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,086,692 | 15,490 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,301,649 | 15,515 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,723,968 | 15,515 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $2,602,010 | 15,490 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,033,682 | 15,615 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $2,929,842 | 15,625 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,078,721 | 15,632 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,913,287 | 15,545 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,847,009 | 15,745 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,058,135 | 15,533 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,969,454 | 15,529 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $2,588,536 | 16,776 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $2,233,000 | 15,535 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $5,022,459 | 37,709 | Shares | Defined | 2024-06-13 | |
| 2021-03-31 | $60,734 | 603 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $130,234 | 1,754 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $48,763 | 766 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $68,554 | 1,071 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $19,247 | 346 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||