BWM
AGNC icon

Baron Wealth Management’s AGNC Investment AGNC Stock Holding History

Baron 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 		$145K Buy
13,302
+200
+2% +$2.11K 0.04% 298
2026
Q1 		$131K Buy
13,102
+500
+4% +$5.53K 0.04% 273
2025
Q4 		$135K Buy
+12,602
New +$130K 0.04% 245

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Citigroup
Citigroup New York $303B AUM 53.02% 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

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

Baron Wealth Management increased its AGNC Investment (AGNC) stake by 1.5% in Q2 2026, buying an estimated $2.11K and bringing the position to 13,302 shares worth $145K. The position accounts for 0.04% of the portfolio, ranked #298.

Baron Wealth Management first reported a position in AGNC in Q4 2025 and has held it in 3 quarters since. 282 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Baron Wealth Management held 13,302 shares of AGNC Investment worth $145K as of Q2 2026.
  • Baron Wealth Management bought 200 AGNC Investment shares in Q2 2026, an estimated $2.11K.
  • AGNC Investment made up 0.04% of Baron Wealth Management's portfolio in Q2 2026, its #298 holding.
  • Baron Wealth Management first reported a position in AGNC Investment in Q4 2025 and has held it in 3 quarters since.
  • 282 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

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