Empirical Wealth Management’s AGNC Investment AGNC Stock Holding History

Empirical Wealth Management’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	$421K	Sell	38,648 -732	-2%	-$7.71K	0.01%	750
2026 Q1	$395K	Buy	39,380 +25,267	+179%	+$279K	0.01%	674
2025 Q4	$151K	Buy	14,113 +2,205	+19%	+$22.7K	﹤0.01%	872
2025 Q3	$117K	Buy	+11,908	New	+$115K	﹤0.01%	778
2025 Q2	–	Sell	-13,722	Closed	-$131K	–	689
2025 Q1	$131K	Buy	+13,722	New	+$137K	﹤0.01%	632
2021 Q1	–	Sell	-13,938	Closed	-$217K	–	395
2020 Q4	$217K	Buy	+13,938	New	+$206K	0.02%	330

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 $44.6B AUM 28.94% 1-Year Est. Return

Empirical Wealth Management's AGNC Position: Q2 2026 in Review

Empirical Wealth Management reduced its AGNC Investment (AGNC) stake by 1.9% in Q2 2026, selling an estimated $7.71K and leaving 38,648 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #750.

Empirical Wealth Management first reported a position in AGNC in Q4 2020 and has held it in 6 quarters since. 265 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

Empirical Wealth Management held 38,648 shares of AGNC Investment worth $421K as of Q2 2026.
Empirical Wealth Management sold 732 AGNC Investment shares in Q2 2026, an estimated $7.71K.
AGNC Investment made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #750 holding.
Empirical Wealth Management first reported a position in AGNC Investment in Q4 2020 and has held it in 6 quarters since.
265 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.