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Aptus Capital Advisors’s AGNC Investment AGNC Stock Holding History

Aptus 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
Q2 		$208K Sell
19,039
-102
-0.5% -$1.07K ﹤0.01% 1108
2026
Q1 		$192K Buy
19,141
+275
+1% +$3.04K ﹤0.01% 1027
2025
Q4 		$202K Buy
18,866
+81
+0.4% +$833 ﹤0.01% 1032
2025
Q3 		$184K Buy
18,785
+1,669
+10% +$16.2K ﹤0.01% 996
2025
Q2 		$157K Sell
17,116
-4,137
-19% -$37K ﹤0.01% 993
2025
Q1 		$204K Buy
+21,253
New +$212K ﹤0.01% 888

Other funds holding AGNC

BlackRock
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Aptus Capital Advisors's AGNC Position: Q2 2026 in Review

Aptus Capital Advisors reduced its AGNC Investment (AGNC) stake by 0.53% in Q2 2026, selling an estimated $1.07K and leaving 19,039 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

Aptus Capital Advisors first reported a position in AGNC in Q1 2025 and has held it in 6 quarters since. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Aptus Capital Advisors held 19,039 shares of AGNC Investment worth $208K as of Q2 2026.
  • Aptus Capital Advisors sold 102 AGNC Investment shares in Q2 2026, an estimated $1.07K.
  • AGNC Investment made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1108 holding.
  • Aptus Capital Advisors first reported a position in AGNC Investment in Q1 2025 and has held it in 6 quarters since.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.