Annex Advisory Services’s AGNC Investment AGNC Stock Holding History

Annex Advisory Services’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	$140K	Sell	12,838 -40,662	-76%	-$428K	﹤0.01%	356
2026 Q1	$537K	Buy	53,500 +115	+0.2%	+$1.27K	0.01%	251
2025 Q4	$572K	Buy	+53,385	New	+$549K	0.01%	236
2024 Q3	–	Sell	-21,119	Closed	-$201K	–	287
2024 Q2	$201K	Buy	+21,119	New	+$202K	0.01%	272

Other funds holding AGNC

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Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return