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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

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

Dynamic Advisor Solutions's AGNC Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its AGNC Investment (AGNC) stake by 2% in Q2 2026, selling an estimated $9.05K and leaving 41,821 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #708.

Dynamic Advisor Solutions first reported a position in AGNC in Q4 2013 and has held it in 17 quarters since. The position peaked at $1.2M in Q4 2013. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Dynamic Advisor Solutions held 41,821 shares of AGNC Investment worth $456K as of Q2 2026.
  • Dynamic Advisor Solutions sold 859 AGNC Investment shares in Q2 2026, an estimated $9.05K.
  • AGNC Investment made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #708 holding.
  • Dynamic Advisor Solutions first reported a position in AGNC Investment in Q4 2013 and has held it in 17 quarters since.
  • Dynamic Advisor Solutions's AGNC Investment position peaked at $1.2M in Q4 2013.
  • 704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.