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Diversify Advisory Services’s AGNC Investment AGNC Stock Holding History

Diversify Advisory Services’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 		$934K Buy
87,741
+8,050
+10% +$84.8K 0.02% 653
2026
Q1 		$874K Buy
79,691
+1,301
+2% +$14.4K 0.13% 75
2025
Q4 		$935K Buy
78,390
+3,803
+5% +$39.1K 0.03% 414
2025
Q3 		$750K Buy
74,587
+6,580
+10% +$63.8K 0.03% 444
2025
Q2 		$643K Buy
68,007
+57,887
+572% +$518K 0.02% 449
2025
Q1 		$91.8K Sell
10,120
-1,806
-15% -$18K 0.01% 627
2024
Q4 		$109K Buy
+11,926
New +$116K 0.01% 603

Other funds holding AGNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Diversify Advisory Services's AGNC Position: Q2 2026 in Review

Diversify Advisory Services increased its AGNC Investment (AGNC) stake by 10% in Q2 2026, buying an estimated $84.8K and bringing the position to 87,741 shares worth $934K. The position accounts for 0.02% of the portfolio, ranked #653.

Diversify Advisory Services first reported a position in AGNC in Q4 2024 and has held it in 7 quarters since. The position peaked at $935K in Q4 2025. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Diversify Advisory Services held 87,741 shares of AGNC Investment worth $934K as of Q2 2026.
  • Diversify Advisory Services bought 8,050 AGNC Investment shares in Q2 2026, an estimated $84.8K.
  • AGNC Investment made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #653 holding.
  • Diversify Advisory Services first reported a position in AGNC Investment in Q4 2024 and has held it in 7 quarters since.
  • Diversify Advisory Services's AGNC Investment position peaked at $935K in Q4 2025.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.