Cura Wealth Advisors’s AGNC Investment AGNC Stock Holding History

Cura Wealth 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
2025 Q3	–	Sell	-20,000	Closed	-$184K	–	129
2025 Q2	$184K	Buy	+20,000	New	+$179K	0.07%	112

Other funds holding AGNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EIC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Cura Wealth Advisors's AGNC Position: Q4 2025 in Review

Cura Wealth Advisors sold out of AGNC Investment (AGNC) in Q4 2025, closing a stake of 20,000 shares — an estimated $196K sold.

Cura Wealth Advisors first reported a position in AGNC in Q4 2024 and held it in 3 quarters. The position peaked at $196K in Q3 2025. 641 funds tracked by Wall St. Rank hold AGNC as of Q4 2025.

Cura Wealth Advisors reported no remaining AGNC Investment position as of Q4 2025 after selling out during the quarter.
Cura Wealth Advisors sold 20,000 AGNC Investment shares in Q4 2025, an estimated $196K.
Cura Wealth Advisors first reported a position in AGNC Investment in Q4 2024 and held it in 3 quarters.
Cura Wealth Advisors's AGNC Investment position peaked at $196K in Q3 2025.
641 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2025.

Based on Cura Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.