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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 $6.73T AUM 46.02% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Bellwether Advisors's AGNC Position: Q3 2025 in Review

Bellwether Advisors sold out of AGNC Investment (AGNC) in Q3 2025, closing a stake of 162 shares — an estimated $1.49K sold.

Bellwether Advisors first reported a position in AGNC in Q1 2021 and held it in 12 quarters. The position peaked at $2K in Q1 2022. 601 funds tracked by Wall St. Rank hold AGNC as of Q3 2025.

  • Bellwether Advisors reported no remaining AGNC Investment position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 162 AGNC Investment shares in Q3 2025, an estimated $1.49K.
  • Bellwether Advisors first reported a position in AGNC Investment in Q1 2021 and held it in 12 quarters.
  • Bellwether Advisors's AGNC Investment position peaked at $2K in Q1 2022.
  • 601 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.