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AA Financial Advisors’s AGNC Investment AGNC Stock Holding History

AA Financial 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 		$252K Hold
23,091
– – 0.03% 206
2026
Q1 		$232K Hold
23,091
– – 0.03% 206
2025
Q4 		$248K Hold
23,091
– – 0.05% 192
2025
Q3 		$226K Hold
23,091
– – 0.04% 180
2025
Q2 		$212K Hold
23,091
– – 0.05% 179
2025
Q1 		$221K Sell
23,091
-1,411
-6% -$14.1K 0.05% 165
2024
Q4 		$226K Buy
24,502
+50
+0.2% +$488 0.06% 158
2024
Q3 		$256K Buy
+24,452
New +$249K 0.07% 148

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

AA Financial Advisors's AGNC Position: Q2 2026 in Review

AA Financial Advisors held its AGNC Investment (AGNC) position steady in Q2 2026 at 23,091 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #206.

AA Financial Advisors first reported a position in AGNC in Q3 2024 and has held it in 8 quarters since. The position peaked at $256K in Q3 2024. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • AA Financial Advisors held 23,091 shares of AGNC Investment worth $252K as of Q2 2026.
  • AA Financial Advisors left its AGNC Investment share count unchanged in Q2 2026.
  • AGNC Investment made up 0.03% of AA Financial Advisors's portfolio in Q2 2026, its #206 holding.
  • AA Financial Advisors first reported a position in AGNC Investment in Q3 2024 and has held it in 8 quarters since.
  • AA Financial Advisors's AGNC Investment position peaked at $256K in Q3 2024.
  • 704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.