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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
Q3 		$48.7K Buy
5,372
+4,524
+533% +$48.1K 0.01% 399
2026
Q2 		$9.24K Buy
+848
New +$8.93K ﹤0.01% 827

Other funds holding AGNC

GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Elevation Wealth Partners's AGNC Position: Q3 2026 in Review

Elevation Wealth Partners increased its AGNC Investment (AGNC) stake by 533% in Q3 2026, buying an estimated $48.1K and bringing the position to 5,372 shares worth $48.7K. The position accounts for 0.01% of the portfolio, ranked #399.

Elevation Wealth Partners first reported a position in AGNC in Q2 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold AGNC as of Q3 2026.

  • Elevation Wealth Partners held 5,372 shares of AGNC Investment worth $48.7K as of Q3 2026.
  • Elevation Wealth Partners bought 4,524 AGNC Investment shares in Q3 2026, an estimated $48.1K.
  • AGNC Investment made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #399 holding.
  • Elevation Wealth Partners first reported a position in AGNC Investment in Q2 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.