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 Q3	$120K	Hold	13,214	–	–	0.06%	41
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

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

LFG Wealth Partners Elizabethtown, Kentucky $240M AUM 41.22% 1-Year Est. Return

BCO Wealth Management's AGNC Position: Q3 2026 in Review

BCO Wealth Management held its AGNC Investment (AGNC) position steady in Q3 2026 at 13,214 shares worth $120K. The position accounts for 0.06% of the portfolio, ranked #41.

BCO Wealth Management first reported a position in AGNC in Q2 2025 and has held it in 6 quarters since. The position peaked at $146K in Q3 2025. 217 funds tracked by Wall St. Rank hold AGNC as of Q3 2026.

BCO Wealth Management held 13,214 shares of AGNC Investment worth $120K as of Q3 2026.
BCO Wealth Management left its AGNC Investment share count unchanged in Q3 2026.
AGNC Investment made up 0.06% of BCO Wealth Management's portfolio in Q3 2026, its #41 holding.
BCO Wealth Management first reported a position in AGNC Investment in Q2 2025 and has held it in 6 quarters since.
BCO Wealth Management's AGNC Investment position peaked at $146K in Q3 2025.
217 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2026.

Based on BCO Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.