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Aegis Wealth Management (Iowa)’s AGNC Investment AGNC Stock Holding History

Aegis Wealth Management (Iowa)’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 		$151K Hold
13,860
– – 0.1% 119
2026
Q1 		$139K Hold
13,860
– – 0.11% 111
2025
Q4 		$149K Buy
+13,860
New +$142K 0.12% 101

Other funds holding AGNC

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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

Aegis Wealth Management (Iowa)'s AGNC Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) held its AGNC Investment (AGNC) position steady in Q2 2026 at 13,860 shares worth $151K. The position accounts for 0.1% of the portfolio, ranked #119.

Aegis Wealth Management (Iowa) first reported a position in AGNC in Q4 2025 and has held it in 3 quarters since. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 13,860 shares of AGNC Investment worth $151K as of Q2 2026.
  • Aegis Wealth Management (Iowa) left its AGNC Investment share count unchanged in Q2 2026.
  • AGNC Investment made up 0.1% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #119 holding.
  • Aegis Wealth Management (Iowa) first reported a position in AGNC Investment in Q4 2025 and has held it in 3 quarters since.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.