Atlas Capital Advisors’s AGNC Investment AGNC Stock Holding History

Atlas Capital 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	$179K	Sell	16,402 -5,486	-25%	-$57.8K	0.02%	491
2026 Q1	$220K	Buy	+21,888	New	+$242K	0.03%	396
2022 Q1	–	Sell	-2,000	Closed	-$30.1K	–	912
2021 Q4	$30.1K	Hold	2,000	–	–	﹤0.01%	594
2021 Q3	$31.5K	Hold	2,000	–	–	0.01%	583
2021 Q2	$33.8K	Buy	+2,000	New	+$35.5K	0.01%	580
2021 Q1	–	Sell	-2,000	Closed	-$31.2K	–	790
2020 Q4	$31.2K	Buy	+2,000	New	+$29.6K	0.01%	506
2020 Q3	–	Sell	-2,000	Closed	-$25.8K	–	318
2020 Q2	$25.8K	Buy	+2,000	New	+$25.1K	0.01%	531

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

Atlas Capital Advisors's AGNC Position: Q2 2026 in Review

Atlas Capital Advisors reduced its AGNC Investment (AGNC) stake by 25% in Q2 2026, selling an estimated $57.8K and leaving 16,402 shares worth $179K. The position accounts for 0.02% of the portfolio, ranked #491.

Atlas Capital Advisors first reported a position in AGNC in Q2 2020 and has held it in 7 quarters since. The position peaked at $220K in Q1 2026. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

Atlas Capital Advisors held 16,402 shares of AGNC Investment worth $179K as of Q2 2026.
Atlas Capital Advisors sold 5,486 AGNC Investment shares in Q2 2026, an estimated $57.8K.
AGNC Investment made up 0.02% of Atlas Capital Advisors's portfolio in Q2 2026, its #491 holding.
Atlas Capital Advisors first reported a position in AGNC Investment in Q2 2020 and has held it in 7 quarters since.
Atlas Capital Advisors's AGNC Investment position peaked at $220K in Q1 2026.
706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.