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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Benjamin Edwards Inc's AGNC Position: Q1 2026 in Review

Benjamin Edwards Inc increased its AGNC Investment (AGNC) stake by 0.33% in Q1 2026, buying an estimated $719 and bringing the position to 19,811 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Benjamin Edwards Inc first reported a position in AGNC in Q4 2020 and has held it in 12 quarters since. The position peaked at $308K in Q4 2020. 672 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • Benjamin Edwards Inc held 19,811 shares of AGNC Investment worth $199K as of Q1 2026.
  • Benjamin Edwards Inc bought 65 AGNC Investment shares in Q1 2026, an estimated $719.
  • AGNC Investment made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #1315 holding.
  • Benjamin Edwards Inc first reported a position in AGNC Investment in Q4 2020 and has held it in 12 quarters since.
  • Benjamin Edwards Inc's AGNC Investment position peaked at $308K in Q4 2020.
  • 672 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.