Castleview Partners
AGNC icon

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
Q3 		– Sell
-31,612
Closed -$345K – 217
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 Buy
+20,118
New +$281K 0.16% 129
2021
Q2 		$683K Buy
+40,419
New +$718K 0.3% 67

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Wealth Enhancement Advisory Services
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Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Penn Mutual Asset Management
Penn Mutual Asset Management Conshohocken, Pennsylvania $23.1M AUM 4.22% 1-Year Est. Return

Castleview Partners's AGNC Position: Q3 2026 in Review

Castleview Partners sold out of AGNC Investment (AGNC) in Q3 2026, closing a stake of 31,612 shares — an estimated $345K sold.

Castleview Partners first reported a position in AGNC in Q2 2021 and held it in 17 quarters. The position peaked at $683K in Q2 2021. 164 funds tracked by Wall St. Rank hold AGNC as of Q3 2026.

  • Castleview Partners reported no remaining AGNC Investment position as of Q3 2026 after selling out during the quarter.
  • Castleview Partners sold 31,612 AGNC Investment shares in Q3 2026, an estimated $345K.
  • Castleview Partners first reported a position in AGNC Investment in Q2 2021 and held it in 17 quarters.
  • Castleview Partners's AGNC Investment position peaked at $683K in Q2 2021.
  • 164 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.