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CFO4Life Group’s AGNC Investment AGNC Stock Holding History

CFO4Life Group’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
-26,129
Closed -$280K – 213
2025
Q4 		$280K Hold
26,129
– – 0.04% 182
2025
Q3 		$256K Sell
26,129
-38
-0.1% -$368 0.04% 192
2025
Q2 		$240K Sell
26,167
-344
-1% -$3.08K 0.04% 194
2025
Q1 		$254K Buy
26,511
+1,974
+8% +$19.7K 0.04% 173
2024
Q4 		$226K Buy
24,537
+9,806
+67% +$95.6K 0.04% 189
2024
Q3 		$154K Buy
14,731
+68
+0.5% +$691 0.03% 211
2024
Q2 		$140K Buy
+14,663
New +$140K 0.03% 197
2023
Q4 		– Sell
-11,760
Closed -$111K – 184
2023
Q3 		$111K Sell
11,760
-95
-0.8% -$940 0.03% 160
2023
Q2 		$120K Buy
11,855
+49
+0.4% +$476 0.03% 168
2023
Q1 		$119K Buy
+11,806
New +$128K 0.03% 155

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

CFO4Life Group's AGNC Position: Q1 2026 in Review

CFO4Life Group sold out of AGNC Investment (AGNC) in Q1 2026, closing a stake of 26,129 shares — an estimated $280K sold.

CFO4Life Group first reported a position in AGNC in Q1 2023 and held it in 10 quarters. The position peaked at $280K in Q4 2025. 679 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • CFO4Life Group reported no remaining AGNC Investment position as of Q1 2026 after selling out during the quarter.
  • CFO4Life Group sold 26,129 AGNC Investment shares in Q1 2026, an estimated $280K.
  • CFO4Life Group first reported a position in AGNC Investment in Q1 2023 and held it in 10 quarters.
  • CFO4Life Group's AGNC Investment position peaked at $280K in Q4 2025.
  • 679 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.