Acumen Wealth Advisors’s AGNC Investment AGNC Stock Holding History

Acumen 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 Q1	–	Sell	-76	Closed	-$824	–	446
2025 Q4	$824	Buy	+76	New	+$781	﹤0.01%	459

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

EIC

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

Acumen Wealth Advisors's AGNC Position: Q1 2026 in Review

Acumen Wealth Advisors sold out of AGNC Investment (AGNC) in Q1 2026, closing a stake of 76 shares — an estimated $824 sold.

Acumen Wealth Advisors first reported a position in AGNC in Q4 2025 and held it in 1 quarter. The position peaked at $824 in Q4 2025. 679 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

Acumen Wealth Advisors reported no remaining AGNC Investment position as of Q1 2026 after selling out during the quarter.
Acumen Wealth Advisors sold 76 AGNC Investment shares in Q1 2026, an estimated $824.
Acumen Wealth Advisors first reported a position in AGNC Investment in Q4 2025 and held it in 1 quarter.
Acumen Wealth Advisors's AGNC Investment position peaked at $824 in Q4 2025.
679 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Acumen Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.