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Beacon Financial Advisory’s AGNC Investment AGNC Stock Holding History

Beacon Financial Advisory’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 		$117K Buy
10,741
+186
+2% +$1.96K 0.02% 416
2026
Q1 		$106K Buy
+10,555
New +$117K 0.02% 399
2025
Q4 		– Sell
-12,071
Closed -$118K – 372
2025
Q3 		$118K Buy
12,071
+118
+1% +$1.14K 0.03% 376
2025
Q2 		$110K Buy
+11,953
New +$107K 0.03% 346

Other funds holding AGNC

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 $3.38T AUM 44.17% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Beacon Financial Advisory's AGNC Position: Q2 2026 in Review

Beacon Financial Advisory increased its AGNC Investment (AGNC) stake by 1.8% in Q2 2026, buying an estimated $1.96K and bringing the position to 10,741 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #416.

Beacon Financial Advisory first reported a position in AGNC in Q2 2025 and has held it in 4 quarters since. The position peaked at $118K in Q3 2025. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Beacon Financial Advisory held 10,741 shares of AGNC Investment worth $117K as of Q2 2026.
  • Beacon Financial Advisory bought 186 AGNC Investment shares in Q2 2026, an estimated $1.96K.
  • AGNC Investment made up 0.02% of Beacon Financial Advisory's portfolio in Q2 2026, its #416 holding.
  • Beacon Financial Advisory first reported a position in AGNC Investment in Q2 2025 and has held it in 4 quarters since.
  • Beacon Financial Advisory's AGNC Investment position peaked at $118K in Q3 2025.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.