Activest Wealth Management’s AGNC Investment AGNC Stock Holding History

Activest Wealth 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	$11.3K	Buy	1,040 +989	+1,939%	+$10.4K	﹤0.01%	556
2026 Q1	$512	Sell	51 -1,966	-97%	-$21.7K	﹤0.01%	1072
2025 Q4	$21.6K	Buy	2,017 +34	+2%	+$350	﹤0.01%	492
2025 Q3	$19.4K	Hold	1,983	–	–	﹤0.01%	390
2025 Q2	$18.2K	Buy	1,983 +282	+17%	+$2.52K	﹤0.01%	340
2025 Q1	$16.3K	Hold	1,701	–	–	﹤0.01%	319
2024 Q4	$15.7K	Buy	1,701 +1	+0.1%	+$10	﹤0.01%	273
2024 Q3	$17.8K	Sell	1,700 -2,005	-54%	-$20.4K	0.01%	259
2024 Q2	$35.3K	Buy	3,705 +1,700	+85%	+$16.3K	0.01%	204
2024 Q1	$19.9K	Hold	2,005	–	–	0.01%	175
2023 Q4	$19.7K	Buy	2,005 +691	+53%	+$6.07K	0.01%	147
2023 Q3	$12.4K	Hold	1,314	–	–	0.01%	160
2023 Q2	$13.2K	Hold	1,314	–	–	0.01%	147
2023 Q1	$13.4K	Hold	1,314	–	–	0.01%	142
2022 Q4	$13.8K	Hold	1,314	–	–	﹤0.01%	291
2022 Q3	$11K	Hold	1,314	–	–	﹤0.01%	301
2022 Q2	$15K	Buy	1,314 +459	+54%	+$5.44K	0.01%	173
2022 Q1	$11K	Hold	855	–	–	0.01%	191
2021 Q4	$13K	Hold	855	–	–	0.01%	191
2021 Q3	$14K	Hold	855	–	–	0.01%	195
2021 Q2	$15K	Hold	855	–	–	0.01%	164
2021 Q1	$14K	Buy	+855	New	+$13.8K	0.01%	163

Other funds holding AGNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Activest Wealth Management's AGNC Position: Q2 2026 in Review

Activest Wealth Management increased its AGNC Investment (AGNC) stake by 1,939% in Q2 2026, buying an estimated $10.4K and bringing the position to 1,040 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Activest Wealth Management first reported a position in AGNC in Q1 2021 and has held it in 22 quarters since. The position peaked at $35.3K in Q2 2024. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

Activest Wealth Management held 1,040 shares of AGNC Investment worth $11.3K as of Q2 2026.
Activest Wealth Management bought 989 AGNC Investment shares in Q2 2026, an estimated $10.4K.
AGNC Investment made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #556 holding.
Activest Wealth Management first reported a position in AGNC Investment in Q1 2021 and has held it in 22 quarters since.
Activest Wealth Management's AGNC Investment position peaked at $35.3K in Q2 2024.
700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.