Crewe Advisors’s AGNC Investment AGNC Stock Holding History

Crewe 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 Q1	$23K	Buy	2,291 +1,086	+90%	+$12K	﹤0.01%	494
2025 Q4	$12.9K	Hold	1,205	–	–	﹤0.01%	571
2025 Q3	$11.8K	Buy	1,205 +205	+21%	+$1.99K	﹤0.01%	597
2025 Q2	$9.19K	Buy	1,000 +13	+1%	+$116	﹤0.01%	471
2025 Q1	$9.46K	Sell	987 -286	-22%	-$2.86K	﹤0.01%	428
2024 Q4	$11.7K	Buy	1,273 +102	+9%	+$995	﹤0.01%	414
2024 Q3	$12.2K	Buy	1,171 +11	+0.9%	+$112	﹤0.01%	456
2024 Q2	$11.1K	Buy	1,160 +28	+2%	+$268	﹤0.01%	671
2024 Q1	$11.2K	Buy	1,132 +19	+2%	+$183	﹤0.01%	603
2023 Q4	$10.9K	Buy	+1,113	New	+$9.78K	﹤0.01%	204
2023 Q3	–	Sell	-523	Closed	-$5.3K	–	599
2023 Q2	$5.3K	Buy	+523	New	+$5.08K	﹤0.01%	455
2023 Q1	–	Sell	-142	Closed	-$1.47K	–	816
2022 Q4	$1.47K	Hold	142	–	–	﹤0.01%	881
2022 Q3	$1K	Hold	142	–	–	﹤0.01%	1102
2022 Q2	$2K	Buy	+142	New	+$1.68K	﹤0.01%	954

Other funds holding AGNC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return