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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
Q2 		$37.5K Buy
3,417
+1,126
+49% +$11.9K ﹤0.01% 489
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
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

Crewe Advisors's AGNC Position: Q2 2026 in Review

Crewe Advisors increased its AGNC Investment (AGNC) stake by 49% in Q2 2026, buying an estimated $11.9K and bringing the position to 3,417 shares worth $37.5K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Crewe Advisors first reported a position in AGNC in Q2 2022 and has held it in 15 quarters since. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Crewe Advisors held 3,417 shares of AGNC Investment worth $37.5K as of Q2 2026.
  • Crewe Advisors bought 1,126 AGNC Investment shares in Q2 2026, an estimated $11.9K.
  • AGNC Investment made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #489 holding.
  • Crewe Advisors first reported a position in AGNC Investment in Q2 2022 and has held it in 15 quarters since.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.