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Curran Financial Partners’s AGNC Investment AGNC Stock Holding History

Curran Financial 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
2025
Q4 		– Sell
-10,835
Closed -$106K – 130
2025
Q3 		$106K Buy
+10,835
New +$105K 0.02% 128

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
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Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Curran Financial Partners's AGNC Position: Q4 2025 in Review

Curran Financial Partners sold out of AGNC Investment (AGNC) in Q4 2025, closing a stake of 10,835 shares — an estimated $106K sold.

Curran Financial Partners first reported a position in AGNC in Q3 2025 and held it in 1 quarter. The position peaked at $106K in Q3 2025. 640 funds tracked by Wall St. Rank hold AGNC as of Q4 2025.

  • Curran Financial Partners reported no remaining AGNC Investment position as of Q4 2025 after selling out during the quarter.
  • Curran Financial Partners sold 10,835 AGNC Investment shares in Q4 2025, an estimated $106K.
  • Curran Financial Partners first reported a position in AGNC Investment in Q3 2025 and held it in 1 quarter.
  • Curran Financial Partners's AGNC Investment position peaked at $106K in Q3 2025.
  • 640 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2025.

Based on Curran Financial Partners's 13F filing for Q4 2025, filed 22 Jan 2026.