DAS
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Dynamic Advisor Solutions’s AGNC Investment AGNC Stock Holding History

Dynamic Advisor Solutions’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 		$456K Sell
41,821
-859
-2% -$9.05K 0.01% 708
2026
Q1 		$428K Sell
42,680
-61,538
-59% -$680K 0.01% 686
2025
Q4 		$1.12M Buy
104,218
+78,053
+298% +$802K 0.04% 428
2025
Q3 		$256K Buy
26,165
+4,514
+21% +$43.8K 0.01% 823
2025
Q2 		$199K Sell
21,651
-45,920
-68% -$411K 0.01% 863
2025
Q1 		$647K Buy
67,571
+30,835
+84% +$308K 0.02% 523
2024
Q4 		$338K Buy
36,736
+639
+2% +$6.23K 0.01% 504
2024
Q3 		$378K Buy
36,097
+1,916
+6% +$19.5K 0.01% 684
2024
Q2 		$326K Buy
34,181
+20,984
+159% +$201K 0.01% 735
2024
Q1 		$131K Buy
13,197
+405
+3% +$3.91K ﹤0.01% 890
2023
Q4 		$123K Sell
12,792
-1,345
-10% -$11.8K ﹤0.01% 859
2023
Q3 		$133K Buy
14,137
+1,901
+16% +$18.8K 0.01% 798
2023
Q2 		$124K Sell
12,236
-4,798
-28% -$46.6K 0.01% 765
2023
Q1 		$172K Buy
17,034
+4,649
+38% +$50.6K 0.01% 707
2022
Q4 		$128K Buy
+12,385
New +$113K 0.01% 687
2014
Q3 		– Sell
-9,779
Closed -$229K – 194
2014
Q2 		$229K Buy
+9,779
New +$225K 0.14% 176
2014
Q1 		– Sell
-62,191
Closed -$1.2M – 195
2013
Q4 		$1.2M Buy
+62,191
New +$1.32M 0.89% 31

Other funds holding AGNC

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VAG
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SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
FF
Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
S
Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return