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Atomi Financial Group’s AGNC Investment AGNC Stock Holding History

Atomi Financial Group’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
Q1 		$396K Sell
39,465
-252
-0.6% -$2.79K 0.01% 809
2025
Q4 		$426K Buy
39,717
+8,962
+29% +$92.1K 0.01% 768
2025
Q3 		$301K Buy
30,755
+2,531
+9% +$24.5K 0.01% 886
2025
Q2 		$259K Buy
28,224
+3,097
+12% +$27.7K 0.01% 897
2025
Q1 		$241K Buy
25,127
+1,551
+7% +$15.5K 0.01% 883
2024
Q4 		$217K Sell
23,576
-3,291
-12% -$32.1K 0.01% 880
2024
Q3 		$281K Buy
26,867
+2,499
+10% +$25.4K 0.02% 697
2024
Q2 		$232K Sell
24,368
-889
-4% -$8.51K 0.02% 683
2024
Q1 		$250K Buy
25,257
+3,663
+17% +$35.3K 0.02% 594
2023
Q4 		$212K Buy
21,594
+8,009
+59% +$70.4K 0.03% 529
2023
Q3 		$128K Sell
13,585
-8,968
-40% -$88.7K 0.04% 329
2023
Q2 		$228K Hold
22,553
– – 0.1% 229
2023
Q1 		$227K Buy
+22,553
New +$245K 0.13% 189

Other funds holding AGNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Atomi Financial Group's AGNC Position: Q1 2026 in Review

Atomi Financial Group reduced its AGNC Investment (AGNC) stake by 0.63% in Q1 2026, selling an estimated $2.79K and leaving 39,465 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #809.

Atomi Financial Group first reported a position in AGNC in Q1 2023 and has held it in 13 quarters since. The position peaked at $426K in Q4 2025. 673 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • Atomi Financial Group held 39,465 shares of AGNC Investment worth $396K as of Q1 2026.
  • Atomi Financial Group sold 252 AGNC Investment shares in Q1 2026, an estimated $2.79K.
  • AGNC Investment made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #809 holding.
  • Atomi Financial Group first reported a position in AGNC Investment in Q1 2023 and has held it in 13 quarters since.
  • Atomi Financial Group's AGNC Investment position peaked at $426K in Q4 2025.
  • 673 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.