Dynamic Advisor Solutions
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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
Q3 		– Sell
-41,821
Closed -$456K – 1033
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

Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
DFG
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
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
PMAM
Penn Mutual Asset Management Conshohocken, Pennsylvania $23.1M AUM 4.22% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
FF
Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Dynamic Advisor Solutions's AGNC Position: Q3 2026 in Review

Dynamic Advisor Solutions sold out of AGNC Investment (AGNC) in Q3 2026, closing a stake of 41,821 shares — an estimated $456K sold.

Dynamic Advisor Solutions first reported a position in AGNC in Q4 2013 and held it in 17 quarters. The position peaked at $1.2M in Q4 2013. 116 funds tracked by Wall St. Rank hold AGNC as of Q3 2026.

  • Dynamic Advisor Solutions reported no remaining AGNC Investment position as of Q3 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 41,821 AGNC Investment shares in Q3 2026, an estimated $456K.
  • Dynamic Advisor Solutions first reported a position in AGNC Investment in Q4 2013 and held it in 17 quarters.
  • Dynamic Advisor Solutions's AGNC Investment position peaked at $1.2M in Q4 2013.
  • 116 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.