Edgestream Partners’s AGNC Investment AGNC Stock Holding History

Edgestream Partners’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	$6.09M	Buy	558,348 +165,531	+42%	+$1.74M	0.18%	187
2026 Q1	$3.94M	Buy	392,817 +144,685	+58%	+$1.6M	0.13%	307
2025 Q4	$2.66M	Buy	+248,132	New	+$2.55M	0.07%	458
2024 Q4	–	Sell	-28,401	Closed	-$297K	–	841
2024 Q3	$297K	Buy	+28,401	New	+$289K	0.01%	768
2024 Q1	–	Sell	-148,878	Closed	-$1.46M	–	793
2023 Q4	$1.46M	Buy	148,878 +9,318	+7%	+$81.9K	0.11%	327
2023 Q3	$1.32M	Sell	139,560 -59,063	-30%	-$584K	0.1%	308
2023 Q2	$2.01M	Buy	198,623 +175,872	+773%	+$1.71M	0.18%	190
2023 Q1	$229K	Buy	22,751 +7,029	+45%	+$76.4K	0.03%	506
2022 Q4	$163K	Sell	15,722 -227,055	-94%	-$2.07M	0.02%	486
2022 Q3	$2.04M	Buy	+242,777	New	+$2.85M	0.16%	192
2021 Q1	–	Sell	-108,271	Closed	-$1.69M	–	374
2020 Q4	$1.69M	Buy	+108,271	New	+$1.6M	0.08%	251

Other funds holding AGNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Edgestream Partners's AGNC Position: Q2 2026 in Review

Edgestream Partners increased its AGNC Investment (AGNC) stake by 42% in Q2 2026, buying an estimated $1.74M and bringing the position to 558,348 shares worth $6.09M. The position accounts for 0.18% of the portfolio, ranked #187.

Edgestream Partners first reported a position in AGNC in Q4 2020 and has held it in 11 quarters since. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

Edgestream Partners held 558,348 shares of AGNC Investment worth $6.09M as of Q2 2026.
Edgestream Partners bought 165,531 AGNC Investment shares in Q2 2026, an estimated $1.74M.
AGNC Investment made up 0.18% of Edgestream Partners's portfolio in Q2 2026, its #187 holding.
Edgestream Partners first reported a position in AGNC Investment in Q4 2020 and has held it in 11 quarters since.
704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.