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Cromwell Holdings’s AGNC Investment AGNC Stock Holding History

Cromwell Holdings’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 		$3.23K Buy
293
+97
+49% +$1.02K ﹤0.01% 752
2026
Q1 		$1.99K Buy
196
+50
+34% +$553 ﹤0.01% 719
2025
Q4 		$1.58K Hold
146
– – ﹤0.01% 732
2025
Q3 		$1.45K Hold
146
– – ﹤0.01% 759
2025
Q2 		$1.36K Buy
146
+84
+135% +$752 ﹤0.01% 750
2025
Q1 		$601 Buy
+62
New +$619 ﹤0.01% 739

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

Cromwell Holdings's AGNC Position: Q2 2026 in Review

Cromwell Holdings increased its AGNC Investment (AGNC) stake by 49% in Q2 2026, buying an estimated $1.02K and bringing the position to 293 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Cromwell Holdings first reported a position in AGNC in Q1 2025 and has held it in 6 quarters since. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Cromwell Holdings held 293 shares of AGNC Investment worth $3.23K as of Q2 2026.
  • Cromwell Holdings bought 97 AGNC Investment shares in Q2 2026, an estimated $1.02K.
  • AGNC Investment made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #752 holding.
  • Cromwell Holdings first reported a position in AGNC Investment in Q1 2025 and has held it in 6 quarters since.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.