Envestnet Portfolio Solutions
AGNC icon

Envestnet Portfolio Solutions’s AGNC Investment AGNC Stock Holding History

Envestnet Portfolio Solutions’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 		$861K Sell
78,955
-25,598
-24% -$270K ﹤0.01% 770
2026
Q1 		$1.05M Sell
104,553
-6,962
-6% -$77K 0.01% 622
2025
Q4 		$1.2M Sell
111,515
-5,497
-5% -$56.5K ﹤0.01% 700
2025
Q3 		$1.15M Buy
117,012
+12,293
+12% +$119K ﹤0.01% 698
2025
Q2 		$962K Buy
104,719
+5,741
+6% +$51.4K ﹤0.01% 802
2025
Q1 		$948K Sell
98,978
-24,082
-20% -$240K ﹤0.01% 812
2024
Q4 		$1.13M Buy
123,060
+2,215
+2% +$21.6K ﹤0.01% 870
2024
Q3 		$1.26M Buy
120,845
+16,793
+16% +$171K ﹤0.01% 815
2024
Q2 		$993K Buy
104,052
+11,455
+12% +$110K ﹤0.01% 859
2024
Q1 		$917K Buy
92,597
+43,733
+89% +$422K ﹤0.01% 873
2023
Q4 		$479K Buy
48,864
+3,139
+7% +$27.6K ﹤0.01% 1074
2023
Q3 		$432K Buy
+45,725
New +$452K ﹤0.01% 1048

Other funds holding AGNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Portfolio Solutions's AGNC Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its AGNC Investment (AGNC) stake by 24% in Q2 2026, selling an estimated $270K and leaving 78,955 shares worth $861K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Envestnet Portfolio Solutions first reported a position in AGNC in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.26M in Q3 2024. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Envestnet Portfolio Solutions held 78,955 shares of AGNC Investment worth $861K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 25,598 AGNC Investment shares in Q2 2026, an estimated $270K.
  • AGNC Investment made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #770 holding.
  • Envestnet Portfolio Solutions first reported a position in AGNC Investment in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's AGNC Investment position peaked at $1.26M in Q3 2024.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.