AE Wealth Management’s AGNC Investment AGNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $209K | Sell |
19,216
-860
| -4% | -$9.06K | ﹤0.01% | 1698 |
|
|
2026
Q1 | $201K | Sell |
20,076
-279
| -1% | -$3.08K | ﹤0.01% | 1599 |
|
|
2025
Q4 | $218K | Buy |
20,355
+3,193
| +19% | +$32.8K | ﹤0.01% | 1480 |
|
|
2025
Q3 | $168K | Buy |
17,162
+635
| +4% | +$6.16K | ﹤0.01% | 1439 |
|
|
2025
Q2 | $152K | Buy |
16,527
+6,326
| +62% | +$56.6K | ﹤0.01% | 1374 |
|
|
2025
Q1 | $97.7K | Sell |
10,201
-29,721
| -74% | -$297K | ﹤0.01% | 1447 |
|
|
2024
Q4 | $368K | Buy |
39,922
+17,690
| +80% | +$173K | ﹤0.01% | 1015 |
|
|
2024
Q3 | $233K | Buy |
+22,232
| New | +$226K | ﹤0.01% | 1121 |
|
|
2024
Q1 | – | Sell |
-84,382
| Closed | -$828K | – | 1162 |
|
|
2023
Q4 | $828K | Sell |
84,382
-4,981
| -6% | -$43.8K | ﹤0.01% | 1222 |
|
|
2023
Q3 | $844K | Sell |
89,363
-37,759
| -30% | -$374K | 0.01% | 1167 |
|
|
2023
Q2 | $1.29M | Sell |
127,122
-6,590
| -5% | -$64K | 0.01% | 994 |
|
|
2023
Q1 | $1.35M | Buy |
133,712
+80,736
| +152% | +$878K | 0.01% | 931 |
|
|
2022
Q4 | $548K | Sell |
52,976
-126,030
| -70% | -$1.15M | ﹤0.01% | 1269 |
|
|
2022
Q3 | $1.51M | Buy |
179,006
+520
| +0.3% | +$6.11K | 0.01% | 797 |
|
|
2022
Q2 | $1.98M | Sell |
178,486
-2,409
| -1% | -$28.6K | 0.02% | 676 |
|
|
2022
Q1 | $2.37M | Sell |
180,895
-20,923
| -10% | -$293K | 0.02% | 657 |
|
|
2021
Q4 | $3.04M | Buy |
201,818
+11,098
| +6% | +$176K | 0.02% | 560 |
|
|
2021
Q3 | $3.01M | Buy |
190,720
+13,773
| +8% | +$223K | 0.02% | 513 |
|
|
2021
Q2 | $2.99M | Buy |
176,947
+80,312
| +83% | +$1.43M | 0.03% | 511 |
|
|
2021
Q1 | $1.62M | Buy |
96,635
+3,239
| +3% | +$52.3K | 0.02% | 625 |
|
|
2020
Q4 | $1.46M | Sell |
93,396
-7,544
| -7% | -$112K | 0.02% | 591 |
|
|
2020
Q3 | $1.4M | Sell |
100,940
-48,735
| -33% | -$671K | 0.02% | 529 |
|
|
2020
Q2 | $1.93M | Buy |
149,675
+4,932
| +3% | +$61.9K | 0.03% | 424 |
|
|
2020
Q1 | $1.53M | Buy |
144,743
+103,845
| +254% | +$1.73M | 0.04% | 371 |
|
|
2019
Q4 | $723K | Sell |
40,898
-60,642
| -60% | -$1.03M | 0.02% | 610 |
|
|
2019
Q3 | $1.63M | Buy |
101,540
+3,858
| +4% | +$63.3K | 0.05% | 316 |
|
|
2019
Q2 | $1.64M | Buy |
97,682
+83,168
| +573% | +$1.45M | 0.05% | 280 |
|
|
2019
Q1 | $261K | Sell |
14,514
-124
| -0.8% | -$2.21K | 0.02% | 502 |
|
|
2018
Q4 | $257K | Buy |
+14,638
| New | +$261K | 0.04% | 385 |
|
Other funds holding AGNC
EIC
AE Wealth Management's AGNC Position: Q2 2026 in Review
AE Wealth Management reduced its AGNC Investment (AGNC) stake by 4.3% in Q2 2026, selling an estimated $9.06K and leaving 19,216 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1698.
AE Wealth Management first reported a position in AGNC in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.04M in Q4 2021. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.
- AE Wealth Management held 19,216 shares of AGNC Investment worth $209K as of Q2 2026.
- AE Wealth Management sold 860 AGNC Investment shares in Q2 2026, an estimated $9.06K.
- AGNC Investment made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1698 holding.
- AE Wealth Management first reported a position in AGNC Investment in Q4 2018 and has held it in 29 quarters since.
- AE Wealth Management's AGNC Investment position peaked at $3.04M in Q4 2021.
- 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.