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Beese Fulmer Investment Management’s AGNC Investment AGNC Stock Holding History

Beese Fulmer Investment Management’s Portfolio AGNC Stock Details AGNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-16,694
Closed -$167K – 405
2026
Q1 		$167K Buy
+16,694
New +$185K 0.01% 423
2020
Q3 		– Sell
-1,155
Closed -$15K – 205
2020
Q2 		$15K Buy
+1,155
New +$14.5K ﹤0.01% 440

Other funds holding AGNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Beese Fulmer Investment Management's AGNC Position: Q2 2026 in Review

Beese Fulmer Investment Management sold out of AGNC Investment (AGNC) in Q2 2026, closing a stake of 16,694 shares — an estimated $167K sold.

Beese Fulmer Investment Management first reported a position in AGNC in Q2 2020 and held it in 2 quarters. The position peaked at $167K in Q1 2026. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Beese Fulmer Investment Management reported no remaining AGNC Investment position as of Q2 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 16,694 AGNC Investment shares in Q2 2026, an estimated $167K.
  • Beese Fulmer Investment Management first reported a position in AGNC Investment in Q2 2020 and held it in 2 quarters.
  • Beese Fulmer Investment Management's AGNC Investment position peaked at $167K in Q1 2026.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.