Atlantic Edge Private Wealth Management’s AGNC Investment AGNC Stock Holding History

Atlantic Edge Private Wealth Management’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	$13.1K	Hold	1,200	–	–	﹤0.01%	390
2026 Q1	$12K	Hold	1,200	–	–	﹤0.01%	367
2025 Q4	$12.9K	Hold	1,200	–	–	﹤0.01%	351
2025 Q3	$11.7K	Buy	1,200 +200	+20%	+$1.94K	﹤0.01%	354
2025 Q2	$9.19K	Buy	1,000 +100	+11%	+$895	﹤0.01%	372
2025 Q1	$8.62K	Buy	900 +200	+29%	+$2K	﹤0.01%	361
2024 Q4	$6.45K	Buy	700 +200	+40%	+$1.95K	﹤0.01%	370
2024 Q3	$5.23K	Buy	+500	New	+$5.08K	﹤0.01%	392
2024 Q2	–	Sell	-4	Closed	-$44	–	487
2024 Q1	$44	Hold	4	–	–	﹤0.01%	485
2023 Q4	$42	Buy	+4	New	+$35	﹤0.01%	466

Other funds holding AGNC

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atlantic Edge Private Wealth Management's AGNC Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its AGNC Investment (AGNC) position steady in Q2 2026 at 1,200 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Atlantic Edge Private Wealth Management first reported a position in AGNC in Q4 2023 and has held it in 10 quarters since. 276 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

Atlantic Edge Private Wealth Management held 1,200 shares of AGNC Investment worth $13.1K as of Q2 2026.
Atlantic Edge Private Wealth Management left its AGNC Investment share count unchanged in Q2 2026.
AGNC Investment made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #390 holding.
Atlantic Edge Private Wealth Management first reported a position in AGNC Investment in Q4 2023 and has held it in 10 quarters since.
276 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.