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BCO Wealth Management’s AGNC Investment AGNC Stock Holding History

BCO 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 		$144K Hold
13,214
– – 0.08% 43
2026
Q1 		$133K Buy
13,214
+341
+3% +$3.77K 0.08% 40
2025
Q4 		$138K Sell
12,873
-2,088
-14% -$21.5K 0.08% 39
2025
Q3 		$146K Buy
14,961
+3,171
+27% +$30.7K 0.1% 36
2025
Q2 		$108K Buy
+11,790
New +$106K 0.08% 37

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
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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

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

BCO Wealth Management held its AGNC Investment (AGNC) position steady in Q2 2026 at 13,214 shares worth $144K. The position accounts for 0.08% of the portfolio, ranked #43.

BCO Wealth Management first reported a position in AGNC in Q2 2025 and has held it in 5 quarters since. The position peaked at $146K in Q3 2025. 187 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • BCO Wealth Management held 13,214 shares of AGNC Investment worth $144K as of Q2 2026.
  • BCO Wealth Management left its AGNC Investment share count unchanged in Q2 2026.
  • AGNC Investment made up 0.08% of BCO Wealth Management's portfolio in Q2 2026, its #43 holding.
  • BCO Wealth Management first reported a position in AGNC Investment in Q2 2025 and has held it in 5 quarters since.
  • BCO Wealth Management's AGNC Investment position peaked at $146K in Q3 2025.
  • 187 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on BCO Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.