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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

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 $3.38T AUM 44.17% 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

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. 706 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.
  • 706 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.