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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Edgestream Partners's AGNC Position: Q1 2026 in Review

Edgestream Partners increased its AGNC Investment (AGNC) stake by 58% in Q1 2026, buying an estimated $1.6M and bringing the position to 392,817 shares worth $3.94M. The position accounts for 0.13% of the portfolio, ranked #307.

Edgestream Partners first reported a position in AGNC in Q4 2020 and has held it in 10 quarters since. 672 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

Edgestream Partners held 392,817 shares of AGNC Investment worth $3.94M as of Q1 2026.
Edgestream Partners bought 144,685 AGNC Investment shares in Q1 2026, an estimated $1.6M.
AGNC Investment made up 0.13% of Edgestream Partners's portfolio in Q1 2026, its #307 holding.
Edgestream Partners first reported a position in AGNC Investment in Q4 2020 and has held it in 10 quarters since.
672 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.