DecisionPoint Financial’s AGNC Investment AGNC Stock Holding History

DecisionPoint Financial’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	$126	Hold	14	–	–	﹤0.01%	1217
2026 Q2	$152	Hold	14	–	–	﹤0.01%	1053
2026 Q1	$141	Hold	14	–	–	﹤0.01%	645
2025 Q4	$151	Hold	14	–	–	﹤0.01%	696
2025 Q3	$140	Hold	14	–	–	﹤0.01%	636
2025 Q2	$131	Buy	+14	New	+$125	﹤0.01%	622

Other funds holding AGNC

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

LFG Wealth Partners Elizabethtown, Kentucky $240M AUM 41.22% 1-Year Est. Return

DecisionPoint Financial's AGNC Position: Q3 2026 in Review

DecisionPoint Financial held its AGNC Investment (AGNC) position steady in Q3 2026 at 14 shares worth $126. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

DecisionPoint Financial first reported a position in AGNC in Q2 2025 and has held it in 6 quarters since. The position peaked at $152 in Q2 2026. 214 funds tracked by Wall St. Rank hold AGNC as of Q3 2026.

DecisionPoint Financial held 14 shares of AGNC Investment worth $126 as of Q3 2026.
DecisionPoint Financial left its AGNC Investment share count unchanged in Q3 2026.
AGNC Investment made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #1217 holding.
DecisionPoint Financial first reported a position in AGNC Investment in Q2 2025 and has held it in 6 quarters since.
DecisionPoint Financial's AGNC Investment position peaked at $152 in Q2 2026.
214 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.