Aspect Partners’s AGNC Investment AGNC Stock Holding History

Aspect 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 Q3	$3.25K	Buy	359 +12	+3%	+$127	﹤0.01%	470
2026 Q2	$3.78K	Buy	347 +12	+4%	+$126	﹤0.01%	459
2026 Q1	$3.36K	Buy	335 +4	+1%	+$44	﹤0.01%	421
2025 Q4	$3.55K	Hold	331	–	–	﹤0.01%	432
2025 Q3	$3.24K	Hold	331	–	–	﹤0.01%	475
2025 Q2	$3.04K	Buy	331 +8	+2%	+$72	﹤0.01%	428
2025 Q1	$3.09K	Sell	323 -285	-47%	-$2.85K	﹤0.01%	404
2024 Q4	$5.6K	Buy	608 +22	+4%	+$215	﹤0.01%	346
2024 Q3	$6.13K	Buy	586 +310	+112%	+$3.15K	﹤0.01%	338
2024 Q2	$2.63K	Buy	276 +10	+4%	+$96	﹤0.01%	431
2024 Q1	$2.63K	Buy	266 +10	+4%	+$96	﹤0.01%	426
2023 Q4	$2.51K	Buy	+256	New	+$2.25K	﹤0.01%	413

Other funds holding AGNC

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Penn Mutual Asset Management Conshohocken, Pennsylvania $23.1M AUM 4.22% 1-Year Est. Return

Aspect Partners's AGNC Position: Q3 2026 in Review

Aspect Partners increased its AGNC Investment (AGNC) stake by 3.5% in Q3 2026, buying an estimated $127 and bringing the position to 359 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Aspect Partners first reported a position in AGNC in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.13K in Q3 2024. 164 funds tracked by Wall St. Rank hold AGNC as of Q3 2026.

Aspect Partners held 359 shares of AGNC Investment worth $3.25K as of Q3 2026.
Aspect Partners bought 12 AGNC Investment shares in Q3 2026, an estimated $127.
AGNC Investment made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #470 holding.
Aspect Partners first reported a position in AGNC Investment in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's AGNC Investment position peaked at $6.13K in Q3 2024.
164 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.