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AE Wealth Management’s AGNC Investment AGNC Stock Holding History

AE 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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AE Wealth Management's AGNC Position: Q1 2026 in Review

AE Wealth Management reduced its AGNC Investment (AGNC) stake by 1.4% in Q1 2026, selling an estimated $3.08K and leaving 20,076 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

AE Wealth Management first reported a position in AGNC in Q4 2018 and has held it in 28 quarters since. The position peaked at $3.04M in Q4 2021. 672 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • AE Wealth Management held 20,076 shares of AGNC Investment worth $201K as of Q1 2026.
  • AE Wealth Management sold 279 AGNC Investment shares in Q1 2026, an estimated $3.08K.
  • AGNC Investment made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1599 holding.
  • AE Wealth Management first reported a position in AGNC Investment in Q4 2018 and has held it in 28 quarters since.
  • AE Wealth Management's AGNC Investment position peaked at $3.04M in Q4 2021.
  • 672 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.