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Atria Wealth Solutions’s AGNC Investment AGNC Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$560K Sell
60,180
-384,080
-86% -$3.44M 0.01% 866
2025
Q1 		$4.29M Sell
444,260
-8,270
-2% -$82.6K 0.05% 386
2024
Q4 		$4.2M Buy
452,530
+43,082
+11% +$420K 0.05% 403
2024
Q3 		$4.32M Sell
409,448
-10,186
-2% -$104K 0.05% 383
2024
Q2 		$4.04M Buy
419,634
+56,675
+16% +$542K 0.04% 389
2024
Q1 		$3.63M Buy
362,959
+222,926
+159% +$2.15M 0.04% 431
2023
Q4 		$1.38M Buy
140,033
+41,158
+42% +$362K 0.02% 743
2023
Q3 		$935K Buy
98,875
+38,314
+63% +$379K 0.01% 846
2023
Q2 		$614K Buy
60,561
+483
+0.8% +$4.69K 0.01% 1057
2023
Q1 		$610K Buy
60,078
+23,262
+63% +$253K 0.01% 1025
2022
Q4 		$386K Sell
36,816
-3,311
-8% -$30.3K 0.01% 1217
2022
Q3 		$338K Sell
40,127
-711
-2% -$8.35K 0.01% 1230
2022
Q2 		$457K Buy
40,838
+7,483
+22% +$88.7K 0.01% 1015
2022
Q1 		$441K Buy
+33,355
New +$466K 0.01% 1133

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Atria Wealth Solutions's AGNC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its AGNC Investment (AGNC) stake by 86% in Q2 2025, selling an estimated $3.44M and leaving 60,180 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #866.

Atria Wealth Solutions first reported a position in AGNC in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.32M in Q3 2024. 568 funds tracked by Wall St. Rank hold AGNC as of Q2 2025.

  • Atria Wealth Solutions held 60,180 shares of AGNC Investment worth $560K as of Q2 2025.
  • Atria Wealth Solutions sold 384,080 AGNC Investment shares in Q2 2025, an estimated $3.44M.
  • AGNC Investment made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #866 holding.
  • Atria Wealth Solutions first reported a position in AGNC Investment in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's AGNC Investment position peaked at $4.32M in Q3 2024.
  • 568 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.