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Atria Investments’s AGNC Investment AGNC Stock Holding History

Atria Investments’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 		$339K Buy
31,085
+10,630
+52% +$112K ﹤0.01% 1769
2026
Q1 		$205K Sell
20,455
-775
-4% -$8.57K ﹤0.01% 1966
2025
Q4 		$228K Sell
21,230
-348
-2% -$3.58K ﹤0.01% 1905
2025
Q3 		$211K Sell
21,578
-1,159
-5% -$11.2K ﹤0.01% 1921
2025
Q2 		$209K Buy
22,737
+3,109
+16% +$27.8K ﹤0.01% 1903
2025
Q1 		$188K Sell
19,628
-10,098
-34% -$101K ﹤0.01% 1836
2024
Q4 		$274K Sell
29,726
-780
-3% -$7.61K ﹤0.01% 1638
2024
Q3 		$319K Buy
30,506
+1,564
+5% +$15.9K ﹤0.01% 1592
2024
Q2 		$276K Buy
+28,942
New +$277K ﹤0.01% 1638
2020
Q1 		– Sell
-12,564
Closed -$222K – 592
2019
Q4 		$222K Buy
+12,564
New +$214K 0.01% 1107
2015
Q2 		– Sell
-44,759
Closed -$955K – 396
2015
Q1 		$955K Buy
+44,759
New +$968K 0.11% 154
2014
Q2 		– Sell
-100,757
Closed -$2.17M – 417
2014
Q1 		$2.17M Buy
+100,757
New +$2.16M 0.22% 86

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 $3.37T AUM 44.26% 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

Atria Investments's AGNC Position: Q2 2026 in Review

Atria Investments increased its AGNC Investment (AGNC) stake by 52% in Q2 2026, buying an estimated $112K and bringing the position to 31,085 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #1769.

Atria Investments first reported a position in AGNC in Q1 2014 and has held it in 12 quarters since. The position peaked at $2.17M in Q1 2014. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Atria Investments held 31,085 shares of AGNC Investment worth $339K as of Q2 2026.
  • Atria Investments bought 10,630 AGNC Investment shares in Q2 2026, an estimated $112K.
  • AGNC Investment made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1769 holding.
  • Atria Investments first reported a position in AGNC Investment in Q1 2014 and has held it in 12 quarters since.
  • Atria Investments's AGNC Investment position peaked at $2.17M in Q1 2014.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.