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Beaird Harris Wealth Management’s AGNC Investment AGNC Stock Holding History

Beaird Harris 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 		– Sell
-225
Closed -$2.26K – 708
2026
Q1 		$2.26K Buy
+225
New +$2.49K ﹤0.01% 484
2023
Q1 		– Sell
-763
Closed -$7.9K – 492
2022
Q4 		$7.9K Buy
+763
New +$6.97K ﹤0.01% 352
2022
Q1 		– Sell
-207
Closed -$3K – 600
2021
Q4 		$3K Buy
+207
New +$3.28K ﹤0.01% 519

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 $3.37T AUM 44.26% 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

Beaird Harris Wealth Management's AGNC Position: Q2 2026 in Review

Beaird Harris Wealth Management sold out of AGNC Investment (AGNC) in Q2 2026, closing a stake of 225 shares — an estimated $2.26K sold.

Beaird Harris Wealth Management first reported a position in AGNC in Q4 2021 and held it in 3 quarters. The position peaked at $7.9K in Q4 2022. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Beaird Harris Wealth Management reported no remaining AGNC Investment position as of Q2 2026 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 225 AGNC Investment shares in Q2 2026, an estimated $2.26K.
  • Beaird Harris Wealth Management first reported a position in AGNC Investment in Q4 2021 and held it in 3 quarters.
  • Beaird Harris Wealth Management's AGNC Investment position peaked at $7.9K in Q4 2022.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.