Capital Analysts LLC’s AGNC Investment AGNC Stock Holding History

Capital Analysts LLC’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	$45K	Sell	4,472 -1,034	-19%	-$11.4K	﹤0.01%	958
2025 Q4	$59K	Hold	5,506	–	–	﹤0.01%	888
2025 Q3	$54K	Hold	5,506	–	–	﹤0.01%	860
2025 Q2	$51K	Buy	+5,506	New	+$49.3K	﹤0.01%	800
2020 Q1	–	Sell	-225	Closed	-$4K	–	680
2019 Q4	$4K	Buy	+225	New	+$3.83K	﹤0.01%	625
2018 Q4	–	Sell	-1,000	Closed	-$19K	–	599
2018 Q3	$19K	Hold	1,000	–	–	﹤0.01%	397
2018 Q2	$19K	Buy	+1,000	New	+$18.9K	﹤0.01%	408

Other funds holding AGNC

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Analysts LLC's AGNC Position: Q1 2026 in Review

Capital Analysts LLC reduced its AGNC Investment (AGNC) stake by 19% in Q1 2026, selling an estimated $11.4K and leaving 4,472 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Capital Analysts LLC first reported a position in AGNC in Q2 2018 and has held it in 7 quarters since. The position peaked at $59K in Q4 2025. 672 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

Capital Analysts LLC held 4,472 shares of AGNC Investment worth $45K as of Q1 2026.
Capital Analysts LLC sold 1,034 AGNC Investment shares in Q1 2026, an estimated $11.4K.
AGNC Investment made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #958 holding.
Capital Analysts LLC first reported a position in AGNC Investment in Q2 2018 and has held it in 7 quarters since.
Capital Analysts LLC's AGNC Investment position peaked at $59K in Q4 2025.
672 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.