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Concurrent Investment Advisors’s AGNC Investment AGNC Stock Holding History

Concurrent Investment Advisors’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 		$133K Sell
12,233
-1,149
-9% -$12.1K ﹤0.01% 2004
2026
Q1 		$134K Buy
+13,382
New +$148K ﹤0.01% 1802
2025
Q2 		– Sell
-20,918
Closed -$200K – 1410
2025
Q1 		$200K Sell
20,918
-8,097
-28% -$80.9K ﹤0.01% 1131
2024
Q4 		$267K Sell
29,015
-4,544
-14% -$44.3K 0.01% 874
2024
Q3 		$351K Buy
+33,559
New +$341K 0.01% 731

Other funds holding AGNC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Concurrent Investment Advisors's AGNC Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its AGNC Investment (AGNC) stake by 8.6% in Q2 2026, selling an estimated $12.1K and leaving 12,233 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #2004.

Concurrent Investment Advisors first reported a position in AGNC in Q3 2024 and has held it in 5 quarters since. The position peaked at $351K in Q3 2024. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Concurrent Investment Advisors held 12,233 shares of AGNC Investment worth $133K as of Q2 2026.
  • Concurrent Investment Advisors sold 1,149 AGNC Investment shares in Q2 2026, an estimated $12.1K.
  • AGNC Investment made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #2004 holding.
  • Concurrent Investment Advisors first reported a position in AGNC Investment in Q3 2024 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's AGNC Investment position peaked at $351K in Q3 2024.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.