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Castleview Partners’s AGNC Investment AGNC Stock Holding History

Castleview Partners’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 		$345K Buy
31,612
+3,048
+11% +$32.1K 0.15% 147
2026
Q1 		$286K Sell
28,564
-11,600
-29% -$128K 0.15% 152
2025
Q4 		$431K Buy
40,164
+5,954
+17% +$61.2K 0.21% 108
2025
Q3 		$335K Sell
34,210
-576
-2% -$5.58K 0.18% 116
2025
Q2 		$320K Buy
34,786
+391
+1% +$3.5K 0.21% 126
2025
Q1 		$330K Sell
34,395
-834
-2% -$8.33K 0.22% 117
2024
Q4 		$327K Buy
35,229
+451
+1% +$4.4K 0.18% 137
2024
Q3 		$364K Sell
34,778
-756
-2% -$7.68K 0.21% 117
2024
Q2 		$339K Sell
35,534
-89
-0.2% -$852 0.19% 119
2024
Q1 		$353K Sell
35,623
-326
-0.9% -$3.14K 0.2% 118
2023
Q4 		$353K Buy
35,949
+90
+0.3% +$791 0.25% 98
2023
Q3 		$339K Buy
35,859
+17,176
+92% +$170K 0.31% 77
2023
Q2 		$189K Buy
+18,683
New +$182K 0.17% 119
2022
Q4 		– Sell
-17,818
Closed -$150K – 640
2022
Q3 		$150K Buy
17,818
+9,097
+104% +$107K 0.14% 148
2022
Q2 		$300K Sell
8,721
-11,397
-57% -$135K 0.24% 99
2022
Q1 		$263K Sell
20,118
-731,761
-97% -$10.2M 0.16% 129
2021
Q4 		$50K Buy
+751,879
New +$11.9M 0.4% 25
2021
Q2 		$683K Buy
+40,419
New +$718K 0.3% 67

Other funds holding AGNC

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Castleview Partners's AGNC Position: Q2 2026 in Review

Castleview Partners increased its AGNC Investment (AGNC) stake by 11% in Q2 2026, buying an estimated $32.1K and bringing the position to 31,612 shares worth $345K. The position accounts for 0.15% of the portfolio, ranked #147.

Castleview Partners first reported a position in AGNC in Q2 2021 and has held it in 18 quarters since. The position peaked at $683K in Q2 2021. 122 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Castleview Partners held 31,612 shares of AGNC Investment worth $345K as of Q2 2026.
  • Castleview Partners bought 3,048 AGNC Investment shares in Q2 2026, an estimated $32.1K.
  • AGNC Investment made up 0.15% of Castleview Partners's portfolio in Q2 2026, its #147 holding.
  • Castleview Partners first reported a position in AGNC Investment in Q2 2021 and has held it in 18 quarters since.
  • Castleview Partners's AGNC Investment position peaked at $683K in Q2 2021.
  • 122 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.