CIBC Private Wealth Group
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CIBC Private Wealth Group’s AGNC Investment AGNC Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$182K Buy
16,997
+829
+5% +$8.52K ﹤0.01% 1234
2025
Q3 		$158K Buy
16,168
+320
+2% +$3.1K ﹤0.01% 1280
2025
Q2 		$146K Sell
15,848
-5,997
-27% -$53.7K ﹤0.01% 1244
2025
Q1 		$187K Buy
21,845
+7,160
+49% +$71.5K ﹤0.01% 1104
2024
Q4 		$136K Sell
14,685
-6,871
-32% -$67K ﹤0.01% 1310
2024
Q3 		$225K Sell
21,556
-3,124
-13% -$31.8K ﹤0.01% 1123
2024
Q2 		$239K Buy
24,680
+9,215
+60% +$88.2K ﹤0.01% 1028
2024
Q1 		$152K Sell
15,465
-3,233
-17% -$31.2K ﹤0.01% 1231
2023
Q4 		$183K Sell
18,698
-8,355
-31% -$73.4K ﹤0.01% 1082
2023
Q3 		$255K Buy
27,053
+2,035
+8% +$20.1K ﹤0.01% 923
2023
Q2 		$253K Buy
+25,018
New +$243K ﹤0.01% 796
2022
Q4 		– Sell
-10,000
Closed -$84K – 861
2022
Q3 		$84K Hold
10,000
– – ﹤0.01% 880
2022
Q2 		$111K Hold
10,000
– – ﹤0.01% 918
2022
Q1 		$131K Hold
10,000
– – ﹤0.01% 989
2021
Q4 		$150K Hold
10,000
– – ﹤0.01% 986
2021
Q3 		$158K Sell
10,000
-112
-1% -$1.81K ﹤0.01% 907
2021
Q2 		$171K Sell
10,112
-1,851
-15% -$32.9K ﹤0.01% 1003
2021
Q1 		$200K Buy
11,963
+1,963
+20% +$31.7K ﹤0.01% 995
2020
Q4 		$156K Buy
+10,000
New +$148K ﹤0.01% 956
2018
Q3 		– Sell
-8,094
Closed -$150K – 985
2018
Q2 		$150K Buy
8,094
+7,974
+6,645% +$151K ﹤0.01% 966
2018
Q1 		$2K Buy
+120
New +$2.28K ﹤0.01% 1780
2014
Q4 		– Sell
-17,799
Closed -$379K – 604
2014
Q3 		$379K Sell
17,799
-2,926
-14% -$67.4K ﹤0.01% 558
2014
Q2 		$486K Hold
20,725
– – ﹤0.01% 526
2014
Q1 		$445K Buy
+20,725
New +$445K ﹤0.01% 519

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CIBC Private Wealth Group's AGNC Position: Q4 2025 in Review

CIBC Private Wealth Group increased its AGNC Investment (AGNC) stake by 5.1% in Q4 2025, buying an estimated $8.52K and bringing the position to 16,997 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

CIBC Private Wealth Group first reported a position in AGNC in Q1 2014 and has held it in 24 quarters since. The position peaked at $486K in Q2 2014. 640 funds tracked by Wall St. Rank hold AGNC as of Q4 2025.

  • CIBC Private Wealth Group held 16,997 shares of AGNC Investment worth $182K as of Q4 2025.
  • CIBC Private Wealth Group bought 829 AGNC Investment shares in Q4 2025, an estimated $8.52K.
  • AGNC Investment made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1234 holding.
  • CIBC Private Wealth Group first reported a position in AGNC Investment in Q1 2014 and has held it in 24 quarters since.
  • CIBC Private Wealth Group's AGNC Investment position peaked at $486K in Q2 2014.
  • 640 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.