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CoreCap Advisors’s AGNC Investment AGNC Stock Holding History

CoreCap 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 		$24.8K Sell
2,279
-520
-19% -$5.48K ﹤0.01% 1711
2026
Q1 		$28.1K Sell
2,799
-5,541
-66% -$61.3K ﹤0.01% 1539
2025
Q4 		$89.4K Sell
8,340
-698
-8% -$7.17K ﹤0.01% 1072
2025
Q3 		$88.5K Buy
9,038
+2,760
+44% +$26.8K ﹤0.01% 1083
2025
Q2 		$57.7K Buy
6,278
+1,609
+34% +$14.4K ﹤0.01% 1189
2025
Q1 		$44.7K Sell
4,669
-96
-2% -$959 ﹤0.01% 1216
2024
Q4 		$43.9K Buy
4,765
+1,229
+35% +$12K ﹤0.01% 1243
2024
Q3 		$37K Sell
3,536
-200
-5% -$2.03K ﹤0.01% 1319
2024
Q2 		$35.6K Buy
3,736
+3,495
+1,450% +$33.4K ﹤0.01% 751
2024
Q1 		$2.39K Buy
+241
New +$2.33K ﹤0.01% 2090

Other funds holding AGNC

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

CoreCap Advisors's AGNC Position: Q2 2026 in Review

CoreCap Advisors reduced its AGNC Investment (AGNC) stake by 19% in Q2 2026, selling an estimated $5.48K and leaving 2,279 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

CoreCap Advisors first reported a position in AGNC in Q1 2024 and has held it in 10 quarters since. The position peaked at $89.4K in Q4 2025. 116 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • CoreCap Advisors held 2,279 shares of AGNC Investment worth $24.8K as of Q2 2026.
  • CoreCap Advisors sold 520 AGNC Investment shares in Q2 2026, an estimated $5.48K.
  • AGNC Investment made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1711 holding.
  • CoreCap Advisors first reported a position in AGNC Investment in Q1 2024 and has held it in 10 quarters since.
  • CoreCap Advisors's AGNC Investment position peaked at $89.4K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.