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B. Riley Wealth Advisors’s AGNC Investment AGNC Stock Holding History

B. Riley Wealth Advisors’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 		$113K Buy
10,259
+20
+0.2% +$211 0.01% 827
2026
Q1 		$101K Sell
10,239
-491
-5% -$5.43K 0.01% 783
2025
Q4 		$115K Buy
10,730
+19
+0.2% +$195 0.01% 925
2025
Q3 		$105K Sell
10,711
-12,936
-55% -$125K ﹤0.01% 951
2025
Q2 		$217K Buy
+23,647
New +$212K 0.01% 858
2024
Q4 		$720K Sell
77,202
-50,670
-40% -$494K 0.02% 555
2024
Q3 		$1.34M Sell
127,872
-3,776
-3% -$38.4K 0.04% 422
2024
Q2 		$1.27M Buy
131,648
+101,351
+335% +$970K 0.03% 465
2024
Q1 		$290K Sell
30,297
-102,933
-77% -$993K 0.01% 1052
2023
Q4 		$1.32M Buy
133,230
+102,933
+340% +$905K 0.04% 454
2023
Q3 		$290K Sell
30,297
-16,181
-35% -$160K 0.01% 1052
2023
Q2 		$474K Sell
46,478
-9,376
-17% -$91.1K 0.01% 880
2023
Q1 		$567K Sell
55,854
-25,301
-31% -$275K 0.02% 752
2022
Q4 		$847K Buy
81,155
+19,954
+33% +$182K 0.02% 594
2022
Q3 		$516K Buy
61,201
+26,252
+75% +$308K 0.02% 748
2022
Q2 		$387K Buy
34,949
+5,152
+17% +$61.1K 0.02% 761
2022
Q1 		$391K Buy
29,797
+7,637
+34% +$107K 0.01% 889
2021
Q4 		$333K Sell
22,160
-1,877
-8% -$29.7K 0.01% 1015
2021
Q3 		$390K Sell
24,037
-1,149
-5% -$18.6K 0.01% 905
2021
Q2 		$424K Sell
25,186
-310
-1% -$5.51K 0.01% 851
2021
Q1 		$417K Buy
25,496
+2,060
+9% +$33.3K 0.01% 828
2020
Q4 		$366K Buy
23,436
+562
+2% +$8.31K 0.02% 652
2020
Q3 		$309K Sell
22,874
-1,407
-6% -$19.4K 0.02% 707
2020
Q2 		$314K Sell
24,281
-16,354
-40% -$205K 0.02% 617
2020
Q1 		$430K Buy
+40,635
New +$678K 0.04% 432
2017
Q3 		– Sell
-10,601
Closed -$227K – 542
2017
Q2 		$227K Buy
10,601
+87
+0.8% +$1.81K 0.04% 443
2017
Q1 		$210K Sell
10,514
-220
-2% -$4.24K 0.04% 450
2016
Q4 		$195K Buy
+10,734
New +$203K 0.04% 466
2015
Q1 		– Sell
-7,165
Closed -$156 – 613
2014
Q4 		$156 Buy
+7,165
New +$162K ﹤0.01% 1499
2014
Q3 		– Sell
-17,633
Closed -$199K – 690
2014
Q2 		$199K Buy
17,633
+7,733
+78% +$178K 0.05% 455
2014
Q1 		$213K Sell
9,900
-2,043
-17% -$43.9K 0.06% 366
2013
Q4 		$230K Sell
11,943
-2,783
-19% -$59.2K 0.07% 305
2013
Q3 		$333K Sell
14,726
-10,660
-42% -$240K 0.11% 204
2013
Q2 		$584K Buy
+25,386
New +$734K 0.2% 126

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

B. Riley Wealth Advisors's AGNC Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its AGNC Investment (AGNC) stake by 0.2% in Q2 2026, buying an estimated $211 and bringing the position to 10,259 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #827.

B. Riley Wealth Advisors first reported a position in AGNC in Q2 2013 and has held it in 34 quarters since. The position peaked at $1.34M in Q3 2024. 125 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • B. Riley Wealth Advisors held 10,259 shares of AGNC Investment worth $113K as of Q2 2026.
  • B. Riley Wealth Advisors bought 20 AGNC Investment shares in Q2 2026, an estimated $211.
  • AGNC Investment made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #827 holding.
  • B. Riley Wealth Advisors first reported a position in AGNC Investment in Q2 2013 and has held it in 34 quarters since.
  • B. Riley Wealth Advisors's AGNC Investment position peaked at $1.34M in Q3 2024.
  • 125 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.