Angel Oak Capital Advisors’s AGNC Investment AGNC Stock Holding History

Angel Oak Capital 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	$306K	Hold	30,500	–	–	0.34%	32
2025 Q4	$327K	Hold	30,500	–	–	0.48%	31
2025 Q3	$299K	Hold	30,500	–	–	0.23%	28
2025 Q2	$280K	Hold	30,500	–	–	0.4%	32
2025 Q1	$292K	Hold	30,500	–	–	0.39%	29
2024 Q4	$281K	Buy	+30,500	New	+$298K	0.37%	23

Other funds holding AGNC

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $1.37T AUM 24.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Angel Oak Capital Advisors's AGNC Position: Q1 2026 in Review

Angel Oak Capital Advisors held its AGNC Investment (AGNC) position steady in Q1 2026 at 30,500 shares worth $306K. The position accounts for 0.34% of the portfolio, ranked #32.

Angel Oak Capital Advisors first reported a position in AGNC in Q4 2024 and has held it in 6 quarters since. The position peaked at $327K in Q4 2025. 678 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

Angel Oak Capital Advisors held 30,500 shares of AGNC Investment worth $306K as of Q1 2026.
Angel Oak Capital Advisors left its AGNC Investment share count unchanged in Q1 2026.
AGNC Investment made up 0.34% of Angel Oak Capital Advisors's portfolio in Q1 2026, its #32 holding.
Angel Oak Capital Advisors first reported a position in AGNC Investment in Q4 2024 and has held it in 6 quarters since.
Angel Oak Capital Advisors's AGNC Investment position peaked at $327K in Q4 2025.
678 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Angel Oak Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.