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Bellwether Advisors’s AGNC Investment AGNC Stock Holding History

Bellwether 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
2025
Q3 		– Sell
-162
Closed -$1.49K – 148
2025
Q2 		$1.49K Hold
162
– – ﹤0.01% 515
2025
Q1 		$1.55K Hold
162
– – ﹤0.01% 455
2024
Q4 		$1.49K Buy
+162
New +$1.58K ﹤0.01% 462
2023
Q2 		– Sell
-162
Closed -$1.63K – 96
2023
Q1 		$1.63K Hold
162
– – ﹤0.01% 352
2022
Q4 		$1.68K Hold
162
– – ﹤0.01% 364
2022
Q3 		$1K Hold
162
– – ﹤0.01% 418
2022
Q2 		$1K Hold
162
– – ﹤0.01% 346
2022
Q1 		$2K Buy
162
+156
+2,600% +$2.18K ﹤0.01% 437
2021
Q4 		$0 Hold
6
– – ﹤0.01% 559
2021
Q3 		$0 Hold
6
– – ﹤0.01% 539
2021
Q2 		$0 Sell
6
-15
-71% -$267 ﹤0.01% 421
2021
Q1 		$0 Buy
+21
New +$339 ﹤0.01% 392

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return