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180 Wealth Advisors’s AGNC Investment AGNC Stock Holding History

180 Wealth Advisors’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 		$241K Buy
22,101
+42
+0.2% +$443 0.02% 421
2026
Q1 		$221K Buy
22,059
+891
+4% +$9.85K 0.03% 428
2025
Q4 		$227K Buy
21,168
+265
+1% +$2.72K 0.03% 423
2025
Q3 		$205K Buy
20,903
+1,944
+10% +$18.8K 0.02% 428
2025
Q2 		$174K Buy
18,959
+1,820
+11% +$16.3K 0.02% 402
2025
Q1 		$164K Buy
17,139
+303
+2% +$3.03K 0.03% 387
2024
Q4 		$155K Sell
16,836
-1,939
-10% -$18.9K 0.02% 402
2024
Q3 		$196K Sell
18,775
-3,877
-17% -$39.4K 0.03% 415
2024
Q2 		$230K Buy
22,652
+6,537
+41% +$62.5K 0.04% 377
2024
Q1 		$160K Sell
16,115
-5,793
-26% -$55.9K 0.03% 380
2023
Q4 		$212K Buy
21,908
+4,440
+25% +$39K 0.04% 346
2023
Q3 		$165K Buy
17,468
+347
+2% +$3.43K 0.04% 345
2023
Q2 		$171K Buy
17,121
+551
+3% +$5.35K 0.04% 341
2023
Q1 		$167K Buy
16,570
+761
+5% +$8.28K 0.04% 337
2022
Q4 		$182K Buy
15,809
+2,589
+20% +$23.7K 0.04% 340
2022
Q3 		$111K Buy
+13,220
New +$155K 0.03% 336
2021
Q4 		– Sell
-10,456
Closed -$170K – 384
2021
Q3 		$170K Buy
10,456
+141
+1% +$2.28K 0.04% 365
2021
Q2 		$166K Sell
10,315
-361
-3% -$6.41K 0.04% 353
2021
Q1 		$198K Buy
+10,676
New +$173K 0.05% 334

Other funds holding AGNC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

180 Wealth Advisors's AGNC Position: Q2 2026 in Review

180 Wealth Advisors increased its AGNC Investment (AGNC) stake by 0.19% in Q2 2026, buying an estimated $443 and bringing the position to 22,101 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #421.

180 Wealth Advisors first reported a position in AGNC in Q1 2021 and has held it in 19 quarters since. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • 180 Wealth Advisors held 22,101 shares of AGNC Investment worth $241K as of Q2 2026.
  • 180 Wealth Advisors bought 42 AGNC Investment shares in Q2 2026, an estimated $443.
  • AGNC Investment made up 0.02% of 180 Wealth Advisors's portfolio in Q2 2026, its #421 holding.
  • 180 Wealth Advisors first reported a position in AGNC Investment in Q1 2021 and has held it in 19 quarters since.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.