Curated Wealth Partners’s AGNC Investment AGNC Stock Holding History

Curated Wealth Partners’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	$70.5K	Buy	+60,000	New	+$632K	0.01%	654

Other funds holding AGNC

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Curated Wealth Partners's AGNC Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in AGNC Investment (AGNC) in Q2 2026: 60,000 shares worth $70.5K. The stake represents 0.01% of the portfolio and ranks #654 among its holdings.

226 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

Curated Wealth Partners held 60,000 shares of AGNC Investment worth $70.5K as of Q2 2026.
AGNC Investment was a new Curated Wealth Partners position in Q2 2026.
AGNC Investment made up 0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #654 holding.
226 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.