BIA
AGNC icon

Bell Investment Advisors’s AGNC Investment AGNC Stock Holding History

Bell Investment Advisors’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 		$7.5K Sell
688
-15
-2% -$158 ﹤0.01% 812
2026
Q1 		$7.05K Sell
703
-72
-9% -$796 ﹤0.01% 819
2025
Q4 		$8.31K Buy
775
+103
+15% +$1.06K ﹤0.01% 764
2025
Q3 		$6.58K Sell
672
-701
-51% -$6.79K ﹤0.01% 803
2025
Q2 		$12.6K Buy
1,373
+371
+37% +$3.32K ﹤0.01% 590
2025
Q1 		$9.6K Buy
1,002
+49
+5% +$489 ﹤0.01% 623
2024
Q4 		$8.78K Buy
953
+547
+135% +$5.33K ﹤0.01% 657
2024
Q3 		$4.25K Hold
406
– – ﹤0.01% 1030
2024
Q2 		$3.87K Hold
406
– – ﹤0.01% 1052
2024
Q1 		$4.02K Hold
406
– – ﹤0.01% 1040
2023
Q4 		$3.98K Buy
406
+26
+7% +$229 ﹤0.01% 992
2023
Q3 		$3.59K Sell
380
-86
-18% -$851 ﹤0.01% 983
2023
Q2 		$4.72K Sell
466
-46
-9% -$447 ﹤0.01% 851
2023
Q1 		$5.16K Sell
512
-316
-38% -$3.44K ﹤0.01% 769
2022
Q4 		$8.57K Buy
828
+130
+19% +$1.19K ﹤0.01% 547
2022
Q3 		$6K Sell
698
-353
-34% -$4.14K ﹤0.01% 564
2022
Q2 		$12K Buy
+1,051
New +$12.5K ﹤0.01% 368
2021
Q4 		$18K Buy
1,215
+131
+12% +$2.08K ﹤0.01% 328
2021
Q3 		$17K Buy
+1,084
New +$17.6K 0.01% 316

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

Bell Investment Advisors's AGNC Position: Q2 2026 in Review

Bell Investment Advisors reduced its AGNC Investment (AGNC) stake by 2.1% in Q2 2026, selling an estimated $158 and leaving 688 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Bell Investment Advisors first reported a position in AGNC in Q3 2021 and has held it in 19 quarters since. The position peaked at $18K in Q4 2021. 699 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Bell Investment Advisors held 688 shares of AGNC Investment worth $7.5K as of Q2 2026.
  • Bell Investment Advisors sold 15 AGNC Investment shares in Q2 2026, an estimated $158.
  • AGNC Investment made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #812 holding.
  • Bell Investment Advisors first reported a position in AGNC Investment in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's AGNC Investment position peaked at $18K in Q4 2021.
  • 699 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.