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Acorn Wealth Advisors’s AGNC Investment AGNC Stock Holding History

Acorn 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 		$208K Buy
19,101
+1,478
+8% +$15.6K 0.05% 295
2026
Q1 		$177K Buy
17,623
+2,188
+14% +$24.2K 0.05% 260
2025
Q4 		$165K Buy
15,435
+1,844
+14% +$19K 0.05% 264
2025
Q3 		$133K Buy
+13,591
New +$132K 0.04% 277
2018
Q2 		– Sell
-171
Closed -$3K – 522
2018
Q1 		$3K Buy
171
+126
+280% +$2.39K ﹤0.01% 673
2017
Q4 		$1K Buy
+45
New +$925 ﹤0.01% 735

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

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

Acorn Wealth Advisors increased its AGNC Investment (AGNC) stake by 8.4% in Q2 2026, buying an estimated $15.6K and bringing the position to 19,101 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #295.

Acorn Wealth Advisors first reported a position in AGNC in Q4 2017 and has held it in 6 quarters since. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Acorn Wealth Advisors held 19,101 shares of AGNC Investment worth $208K as of Q2 2026.
  • Acorn Wealth Advisors bought 1,478 AGNC Investment shares in Q2 2026, an estimated $15.6K.
  • AGNC Investment made up 0.05% of Acorn Wealth Advisors's portfolio in Q2 2026, its #295 holding.
  • Acorn Wealth Advisors first reported a position in AGNC Investment in Q4 2017 and has held it in 6 quarters since.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.