Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SIC
Samalin Investment Counsel’s
AGNC Investment
AGNC
Stock Holding History
Samalin Investment Counsel’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
$550K
Sell
54,879
-13,728
-20%
-$152K
0.2%
150
2025
Q4
$735K
Sell
68,607
-2,565
-4%
-$26.4K
0.26%
110
2025
Q3
$697K
Buy
71,172
+4,997
+8%
+$48.4K
0.24%
122
2025
Q2
$608K
Buy
66,175
+4,931
+8%
+$44.1K
0.23%
128
2025
Q1
$587K
Sell
61,244
-356
-0.6%
-$3.56K
0.24%
127
2024
Q4
$567K
Buy
61,600
+3,551
+6%
+$34.6K
0.24%
122
2024
Q3
$607K
Buy
58,049
+3,972
+7%
+$40.4K
0.26%
117
2024
Q2
$516K
Buy
54,077
+6,889
+15%
+$65.9K
0.24%
132
2024
Q1
$467K
Buy
47,188
+614
+1%
+$5.92K
0.22%
152
2023
Q4
$457K
Buy
46,574
+16,727
+56%
+$147K
0.23%
143
2023
Q3
$282K
Buy
29,847
+1,695
+6%
+$16.8K
0.16%
179
2023
Q2
$285K
Buy
28,152
+6,962
+33%
+$67.7K
0.15%
192
2023
Q1
$214K
Sell
21,190
-788
-4%
-$8.57K
0.13%
216
2022
Q4
$227K
Buy
21,978
+6,126
+39%
+$56K
0.14%
199
2022
Q3
$133K
Buy
15,852
+451
+3%
+$5.3K
0.1%
209
2022
Q2
$170K
Buy
+15,401
New
+$183K
0.12%
205
Other funds holding AGNC
BlackRock
New York
$5.7T 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
$564B 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
$70.4B AUM
20.22%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close