Meeder Advisory Services’s AGNC Investment AGNC Stock Holding History

Meeder Advisory Services’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 Q1	$273K	Sell	27,253 -1,527	-5%	-$16.9K	0.01%	550
2025 Q4	$309K	Buy	28,780 +15,441	+116%	+$159K	0.01%	517
2025 Q3	$131K	Buy	13,339 +794	+6%	+$7.7K	0.01%	613
2025 Q2	$115K	Buy	12,545 +1,660	+15%	+$14.9K	0.01%	602
2025 Q1	$104K	Buy	+10,885	New	+$109K	0.01%	564
2024 Q4	–	Sell	-14,387	Closed	-$150K	–	559
2024 Q3	$150K	Buy	14,387 +1,414	+11%	+$14.4K	0.01%	540
2024 Q2	$124K	Buy	+12,973	New	+$124K	0.01%	503
2023 Q4	–	Sell	-11,392	Closed	-$108K	–	423
2023 Q3	$108K	Sell	11,392 -2,904	-20%	-$28.7K	0.01%	399
2023 Q2	$145K	Buy	14,296 +1,557	+12%	+$15.1K	0.02%	427
2023 Q1	$128K	Buy	+12,739	New	+$139K	0.01%	419

Other funds holding AGNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Meeder Advisory Services's AGNC Position: Q1 2026 in Review

Meeder Advisory Services reduced its AGNC Investment (AGNC) stake by 5.3% in Q1 2026, selling an estimated $16.9K and leaving 27,253 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #550.

Meeder Advisory Services first reported a position in AGNC in Q1 2023 and has held it in 10 quarters since. The position peaked at $309K in Q4 2025. 672 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

Meeder Advisory Services held 27,253 shares of AGNC Investment worth $273K as of Q1 2026.
Meeder Advisory Services sold 1,527 AGNC Investment shares in Q1 2026, an estimated $16.9K.
AGNC Investment made up 0.01% of Meeder Advisory Services's portfolio in Q1 2026, its #550 holding.
Meeder Advisory Services first reported a position in AGNC Investment in Q1 2023 and has held it in 10 quarters since.
Meeder Advisory Services's AGNC Investment position peaked at $309K in Q4 2025.
672 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.