Arax Advisory Partners’s AGNC Investment AGNC Stock Holding History

Arax Advisory Partners’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	$4.59M	Buy	+421,091	New	+$4.44M	0.03%	516
2026 Q1	–	Sell	-166	Closed	-$1.78K	–	3779
2025 Q4	$1.78K	Sell	166 -2,489	-94%	-$25.6K	﹤0.01%	3303
2025 Q3	$26K	Buy	2,655 +2,512	+1,757%	+$24.4K	﹤0.01%	2145
2025 Q2	$1.31K	Hold	143	–	–	﹤0.01%	2695
2025 Q1	$1.37K	Sell	143 -310	-68%	-$3.1K	﹤0.01%	2200
2024 Q4	$4.17K	Sell	453 -13	-3%	-$127	﹤0.01%	1805
2024 Q3	$4.88K	Hold	466	–	–	﹤0.01%	1723
2024 Q2	$4.45K	Buy	+466	New	+$4.46K	﹤0.01%	1648
2023 Q1	–	Sell	-296	Closed	-$3.06K	–	1273
2022 Q4	$3.06K	Buy	+296	New	+$2.71K	﹤0.01%	893

Other funds holding AGNC

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Arax Advisory Partners's AGNC Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in AGNC Investment (AGNC) in Q2 2026: 421,091 shares worth $4.59M. The stake represents 0.03% of the portfolio and ranks #516 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in AGNC as recently as Q4 2025.

Arax Advisory Partners first reported a position in AGNC in Q4 2022 and has held it in 9 quarters since. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

Arax Advisory Partners held 421,091 shares of AGNC Investment worth $4.59M as of Q2 2026.
AGNC Investment was a new Arax Advisory Partners position in Q2 2026.
AGNC Investment made up 0.03% of Arax Advisory Partners's portfolio in Q2 2026, its #516 holding.
Arax Advisory Partners first reported a position in AGNC Investment in Q4 2022 and has held it in 9 quarters since.
700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.