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Avior Wealth Management’s AGNC Investment AGNC Stock Holding History

Avior Wealth Management’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 		$154K Buy
14,131
+780
+6% +$8.22K ﹤0.01% 772
2026
Q1 		$134K Buy
+13,351
New +$148K ﹤0.01% 811
2025
Q1 		– Sell
-8,853
Closed -$81.5K – 773
2024
Q4 		$81.5K Buy
8,853
+7,130
+414% +$69.5K ﹤0.01% 960
2024
Q3 		$18K Sell
1,723
-2,710
-61% -$27.5K ﹤0.01% 1395
2024
Q2 		$42.3K Buy
4,433
+2,638
+147% +$25.2K ﹤0.01% 1154
2024
Q1 		$17.8K Buy
1,795
+1,489
+487% +$14.4K ﹤0.01% 1651
2023
Q4 		$3K Sell
306
-185
-38% -$1.63K ﹤0.01% 1260
2023
Q3 		$4.63K Sell
491
-52
-10% -$515 ﹤0.01% 1209
2023
Q2 		$5.5K Buy
543
+2
+0.4% +$19 ﹤0.01% 1141
2023
Q1 		$5.46K Buy
+541
New +$5.88K ﹤0.01% 1173
2022
Q3 		– Sell
-67
Closed – – 1138
2022
Q2 		$0 Buy
67
+2
+3% +$24 ﹤0.01% 1048
2022
Q1 		$0 Buy
65
+1
+2% +$14 ﹤0.01% 1089
2021
Q4 		$0 Buy
+64
New +$1.01K ﹤0.01% 1082
2015
Q4 		– Sell
-300
Closed -$6K – 453
2015
Q3 		$6K Buy
+300
New +$5.76K ﹤0.01% 306

Other funds holding AGNC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Avior Wealth Management's AGNC Position: Q2 2026 in Review

Avior Wealth Management increased its AGNC Investment (AGNC) stake by 5.8% in Q2 2026, buying an estimated $8.22K and bringing the position to 14,131 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Avior Wealth Management first reported a position in AGNC in Q3 2015 and has held it in 14 quarters since. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Avior Wealth Management held 14,131 shares of AGNC Investment worth $154K as of Q2 2026.
  • Avior Wealth Management bought 780 AGNC Investment shares in Q2 2026, an estimated $8.22K.
  • AGNC Investment made up ﹤0.01% of Avior Wealth Management's portfolio in Q2 2026, its #772 holding.
  • Avior Wealth Management first reported a position in AGNC Investment in Q3 2015 and has held it in 14 quarters since.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.