Elevation Wealth Partners’s AGNC Investment AGNC Stock Holding History

Elevation Wealth 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	$9.24K	Buy	+848	New	+$8.93K	﹤0.01%	827

Other funds holding AGNC

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Elevation Wealth Partners's AGNC Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in AGNC Investment (AGNC) in Q2 2026: 848 shares worth $9.24K. The stake represents ﹤0.01% of the portfolio and ranks #827 among its holdings.

253 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

Elevation Wealth Partners held 848 shares of AGNC Investment worth $9.24K as of Q2 2026.
AGNC Investment was a new Elevation Wealth Partners position in Q2 2026.
AGNC Investment made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #827 holding.
253 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.