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Benjamin Edwards Inc’s AGNC Investment AGNC Stock Holding History

Benjamin Edwards Inc’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 		$504K Buy
46,219
+26,408
+133% +$278K ﹤0.01% 1061
2026
Q1 		$199K Buy
19,811
+65
+0.3% +$719 ﹤0.01% 1315
2025
Q4 		$212K Sell
19,746
-2,598
-12% -$26.7K ﹤0.01% 1247
2025
Q3 		$219K Sell
22,344
-86
-0.4% -$834 ﹤0.01% 1219
2025
Q2 		$206K Buy
22,430
+72
+0.3% +$644 ﹤0.01% 1111
2025
Q1 		$214K Sell
22,358
-2,202
-9% -$22K ﹤0.01% 1028
2024
Q4 		$226K Sell
24,560
-865
-3% -$8.44K ﹤0.01% 1048
2024
Q3 		$266K Buy
+25,425
New +$258K ﹤0.01% 988
2022
Q1 		– Sell
-368
Closed -$6K – 691
2021
Q4 		$6K Hold
368
– – ﹤0.01% 623
2021
Q3 		$6K Sell
368
-16,249
-98% -$263K ﹤0.01% 474
2021
Q2 		$281K Buy
16,617
+1,084
+7% +$19.3K 0.19% 140
2021
Q1 		$260K Sell
15,533
-4,242
-21% -$68.6K 0.2% 135
2020
Q4 		$308K Buy
+19,775
New +$292K 0.24% 125

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

Benjamin Edwards Inc's AGNC Position: Q2 2026 in Review

Benjamin Edwards Inc increased its AGNC Investment (AGNC) stake by 133% in Q2 2026, buying an estimated $278K and bringing the position to 46,219 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Benjamin Edwards Inc first reported a position in AGNC in Q4 2020 and has held it in 13 quarters since. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Benjamin Edwards Inc held 46,219 shares of AGNC Investment worth $504K as of Q2 2026.
  • Benjamin Edwards Inc bought 26,408 AGNC Investment shares in Q2 2026, an estimated $278K.
  • AGNC Investment made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1061 holding.
  • Benjamin Edwards Inc first reported a position in AGNC Investment in Q4 2020 and has held it in 13 quarters since.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.