CX Institutional
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CX Institutional’s AGNC Investment AGNC Stock Holding History

CX Institutional’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
Q3 		$64K Buy
7,087
+5,690
+407% +$60.5K ﹤0.01% 968
2026
Q2 		$15K Buy
1,397
+253
+22% +$2.67K ﹤0.01% 1229
2026
Q1 		$11K Buy
+1,144
New +$12.6K ﹤0.01% 1268
2021
Q1 		– Sell
-55
Closed -$1K – 868
2020
Q4 		$1K Buy
+55
New +$814 ﹤0.01% 837

Other funds holding AGNC

Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Dupree Financial Group
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Penn Mutual Asset Management
Penn Mutual Asset Management Conshohocken, Pennsylvania $23.1M AUM 4.22% 1-Year Est. Return

CX Institutional's AGNC Position: Q3 2026 in Review

CX Institutional increased its AGNC Investment (AGNC) stake by 407% in Q3 2026, buying an estimated $60.5K and bringing the position to 7,087 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

CX Institutional first reported a position in AGNC in Q4 2020 and has held it in 4 quarters since. 164 funds tracked by Wall St. Rank hold AGNC as of Q3 2026.

  • CX Institutional held 7,087 shares of AGNC Investment worth $64K as of Q3 2026.
  • CX Institutional bought 5,690 AGNC Investment shares in Q3 2026, an estimated $60.5K.
  • AGNC Investment made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #968 holding.
  • CX Institutional first reported a position in AGNC Investment in Q4 2020 and has held it in 4 quarters since.
  • 164 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.