Byrne Asset Management’s AGNC Investment AGNC Stock Holding History

Byrne Asset 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 Q3	$3.58K	Hold	400	–	–	﹤0.01%	552
2026 Q2	$4.36K	Hold	400	–	–	﹤0.01%	512
2026 Q1	$4.01K	Hold	400	–	–	﹤0.01%	494
2025 Q4	$4.29K	Hold	400	–	–	﹤0.01%	494
2025 Q3	$3.92K	Hold	400	–	–	﹤0.01%	495
2025 Q2	$3.68K	Hold	400	–	–	﹤0.01%	481
2025 Q1	$3.83K	Hold	400	–	–	﹤0.01%	490
2024 Q4	$3.68K	Hold	400	–	–	﹤0.01%	485
2024 Q3	$4.18K	Hold	400	–	–	﹤0.01%	468
2024 Q2	$3.86K	Hold	400	–	–	﹤0.01%	462
2024 Q1	$3.96K	Hold	400	–	–	﹤0.01%	456
2023 Q4	$4.05K	Hold	400	–	–	﹤0.01%	440
2023 Q3	$4K	Hold	400	–	–	﹤0.01%	407
2023 Q2	$4K	Hold	400	–	–	﹤0.01%	471
2023 Q1	$4K	Hold	400	–	–	﹤0.01%	462
2022 Q4	$4.14K	Hold	400	–	–	﹤0.01%	452
2022 Q3	$3K	Hold	400	–	–	﹤0.01%	438
2022 Q2	$4K	Hold	400	–	–	﹤0.01%	436
2022 Q1	$5K	Hold	400	–	–	﹤0.01%	443
2021 Q4	$6K	Buy	+400	New	+$6.34K	﹤0.01%	438

Other funds holding AGNC

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Byrne Asset Management's AGNC Position: Q3 2026 in Review

Byrne Asset Management held its AGNC Investment (AGNC) position steady in Q3 2026 at 400 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Byrne Asset Management first reported a position in AGNC in Q4 2021 and has held it in 20 quarters since. The position peaked at $6K in Q4 2021. 16 funds tracked by Wall St. Rank hold AGNC as of Q3 2026.

Byrne Asset Management held 400 shares of AGNC Investment worth $3.58K as of Q3 2026.
Byrne Asset Management left its AGNC Investment share count unchanged in Q3 2026.
AGNC Investment made up ﹤0.01% of Byrne Asset Management's portfolio in Q3 2026, its #552 holding.
Byrne Asset Management first reported a position in AGNC Investment in Q4 2021 and has held it in 20 quarters since.
Byrne Asset Management's AGNC Investment position peaked at $6K in Q4 2021.
16 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.