Federal Agric Mtg Corp-cl C (AGM) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: $434.8M

AGM ranks #2419 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

AGM is a top-conviction position for Huntington Bancshares Inc /md/ — at 77.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in AGM belongs to BlackRock, Inc., but the position matters far more to Huntington Bancshares Inc /md/, who has 77.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Charles Schwab Investment Management Inc has added to its AGM position for two straight quarters, increasing it by $51.3M to reach $70.2M today.

Goldman Sachs Group Inc has trimmed its AGM position for two straight quarters, cutting it by $3.0M while still holding $12.4M.

AGM is up 1.3% today, and institutions have been net buyers of $434.8M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

AGM closed its latest fiscal year with net income of $207.4M.

• Profitable — net income of $207.4M in the latest fiscal year
• Net income improved year over year, from $207.2M to $207.4M
• Generated $80.1M in positive operating cash flow
• Liabilities run 19.58x equity — a highly leveraged balance sheet worth noting