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Arkadios Wealth Advisors’s AGNC Investment AGNC Stock Holding History

Arkadios Wealth 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 		$943K Sell
86,499
-7,952
-8% -$83.8K 0.01% 830
2026
Q1 		$947K Buy
94,451
+124
+0.1% +$1.37K 0.02% 817
2025
Q4 		$1.01M Sell
94,327
-27,268
-22% -$280K 0.02% 698
2025
Q3 		$1.19M Buy
121,595
+54,006
+80% +$524K 0.03% 575
2025
Q2 		$621K Buy
67,589
+10,394
+18% +$93K 0.02% 764
2025
Q1 		$548K Sell
57,195
-203
-0.4% -$2.03K 0.02% 679
2024
Q4 		$529K Buy
57,398
+12,559
+28% +$123K 0.03% 527
2024
Q3 		$469K Buy
44,839
+16,426
+58% +$167K 0.03% 558
2024
Q2 		$271K Buy
+28,413
New +$272K 0.02% 667
2021
Q4 		– Sell
-1,092
Closed -$17K – 603
2021
Q3 		$17K Buy
1,092
+904
+481% +$14.6K ﹤0.01% 1263
2021
Q2 		$3K Buy
+188
New +$3.34K ﹤0.01% 1798
2021
Q1 		– Sell
-221
Closed -$3K – 1631
2020
Q4 		$3K Buy
221
+4
+2% +$59 ﹤0.01% 1186
2020
Q3 		$3.07K Buy
217
+5
+2% +$69 ﹤0.01% 905
2020
Q2 		$2.75K Buy
212
+8
+4% +$100 ﹤0.01% 848
2020
Q1 		$2.15K Sell
204
-199
-49% -$3.32K ﹤0.01% 914
2019
Q4 		$7.71K Buy
+403
New +$6.86K ﹤0.01% 636

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

Arkadios Wealth Advisors's AGNC Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its AGNC Investment (AGNC) stake by 8.4% in Q2 2026, selling an estimated $83.8K and leaving 86,499 shares worth $943K. The position accounts for 0.01% of the portfolio, ranked #830.

Arkadios Wealth Advisors first reported a position in AGNC in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.19M in Q3 2025. 702 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Arkadios Wealth Advisors held 86,499 shares of AGNC Investment worth $943K as of Q2 2026.
  • Arkadios Wealth Advisors sold 7,952 AGNC Investment shares in Q2 2026, an estimated $83.8K.
  • AGNC Investment made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #830 holding.
  • Arkadios Wealth Advisors first reported a position in AGNC Investment in Q4 2019 and has held it in 16 quarters since.
  • Arkadios Wealth Advisors's AGNC Investment position peaked at $1.19M in Q3 2025.
  • 702 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.