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Coppell Advisory Solutions’s AGNC Investment AGNC Stock Holding History

Coppell Advisory Solutions’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 		$208K Buy
+1,092
New +$11.5K 0.02% 431
2025
Q1 		– Sell
-3,969
Closed -$36.7K – 370
2024
Q4 		$36.7K Sell
3,969
-803
-17% -$7.83K 0.01% 681
2024
Q3 		$50.2K Buy
4,772
+907
+23% +$9.22K 0.01% 551
2024
Q2 		$36.9K Buy
+3,865
New +$37K 0.01% 571
2023
Q4 		$56.7K Buy
5,783
+4,475
+342% +$39.3K 0.01% 464
2023
Q3 		$13.5K Sell
1,308
-1,518
-54% -$15K ﹤0.01% 561
2023
Q2 		$28.7K Buy
+2,826
New +$27.5K 0.01% 493
2023
Q1 		– Sell
-2,616
Closed -$27.1K – 225
2022
Q4 		$27.1K Buy
+2,616
New +$23.9K 0.01% 450

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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Coppell Advisory Solutions's AGNC Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in AGNC Investment (AGNC) in Q2 2026: 1,092 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #431 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in AGNC as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in AGNC in Q4 2022 and has held it in 8 quarters since. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Coppell Advisory Solutions held 1,092 shares of AGNC Investment worth $208K as of Q2 2026.
  • AGNC Investment was a new Coppell Advisory Solutions position in Q2 2026.
  • AGNC Investment made up 0.02% of Coppell Advisory Solutions's portfolio in Q2 2026, its #431 holding.
  • Coppell Advisory Solutions first reported a position in AGNC Investment in Q4 2022 and has held it in 8 quarters since.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.