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Avestar Capital’s AGNC Investment AGNC Stock Holding History

Avestar Capital’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 		$447K Buy
+41,000
New +$432K 0.03% 402
2018
Q4 		– Sell
-42
Closed – – 822
2018
Q3 		$0 Hold
42
– – ﹤0.01% 815
2018
Q2 		$0 Buy
+42
New +$793 ﹤0.01% 862

Other funds holding AGNC

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Avestar Capital's AGNC Position: Q2 2026 in Review

Avestar Capital opened a new position in AGNC Investment (AGNC) in Q2 2026: 41,000 shares worth $447K. The stake represents 0.03% of the portfolio and ranks #402 among its holdings. This is a return to the name: Avestar Capital previously reported a position in AGNC as recently as Q3 2018.

Avestar Capital first reported a position in AGNC in Q2 2018 and has held it in 3 quarters since. 276 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Avestar Capital held 41,000 shares of AGNC Investment worth $447K as of Q2 2026.
  • AGNC Investment was a new Avestar Capital position in Q2 2026.
  • AGNC Investment made up 0.03% of Avestar Capital's portfolio in Q2 2026, its #402 holding.
  • Avestar Capital first reported a position in AGNC Investment in Q2 2018 and has held it in 3 quarters since.
  • 276 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.