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Bullock Wealth Management’s AGNC Investment AGNC Stock Holding History

Bullock Wealth Management’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 		– Sell
-240
Closed -$2.57K – 622
2025
Q4 		$2.57K Buy
+240
New +$2.47K ﹤0.01% 505

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
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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bullock Wealth Management's AGNC Position: Q1 2026 in Review

Bullock Wealth Management sold out of AGNC Investment (AGNC) in Q1 2026, closing a stake of 240 shares — an estimated $2.57K sold.

Bullock Wealth Management first reported a position in AGNC in Q4 2025 and held it in 1 quarter. The position peaked at $2.57K in Q4 2025. 681 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • Bullock Wealth Management reported no remaining AGNC Investment position as of Q1 2026 after selling out during the quarter.
  • Bullock Wealth Management sold 240 AGNC Investment shares in Q1 2026, an estimated $2.57K.
  • Bullock Wealth Management first reported a position in AGNC Investment in Q4 2025 and held it in 1 quarter.
  • Bullock Wealth Management's AGNC Investment position peaked at $2.57K in Q4 2025.
  • 681 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Bullock Wealth Management's 13F filing for Q1 2026, filed 10 Sep 2026.