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Shulman DeMeo Asset Management’s AGNC Investment AGNC Stock Holding History

Shulman DeMeo Asset 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 		$211K Sell
19,399
-2,485
-11% -$26.2K 0.04% 131
2026
Q1 		$219K Buy
+21,884
New +$242K 0.05% 126
2021
Q1 		– Sell
-39,798
Closed -$621K – 134
2020
Q4 		$621K Buy
39,798
+24,303
+157% +$359K 0.18% 56
2020
Q3 		$216K Buy
+15,495
New +$213K 0.07% 104

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

Shulman DeMeo Asset Management's AGNC Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its AGNC Investment (AGNC) stake by 11% in Q2 2026, selling an estimated $26.2K and leaving 19,399 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #131.

Shulman DeMeo Asset Management first reported a position in AGNC in Q3 2020 and has held it in 4 quarters since. The position peaked at $621K in Q4 2020. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Shulman DeMeo Asset Management held 19,399 shares of AGNC Investment worth $211K as of Q2 2026.
  • Shulman DeMeo Asset Management sold 2,485 AGNC Investment shares in Q2 2026, an estimated $26.2K.
  • AGNC Investment made up 0.04% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #131 holding.
  • Shulman DeMeo Asset Management first reported a position in AGNC Investment in Q3 2020 and has held it in 4 quarters since.
  • Shulman DeMeo Asset Management's AGNC Investment position peaked at $621K in Q4 2020.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.