EP Wealth Advisors’s AGNC Investment AGNC Stock Holding History

EP Wealth Advisors’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	$209K	Buy	19,136 +6,550	+52%	+$69K	﹤0.01%	1488
2026 Q1	$126K	Buy	12,586 +1,647	+15%	+$18.2K	﹤0.01%	1444
2025 Q4	$117K	Buy	+10,939	New	+$112K	﹤0.01%	1442
2025 Q2	$168K	Sell	18,269 -7,966	-30%	-$71.3K	﹤0.01%	1297
2025 Q1	$251K	Buy	26,235 +14,122	+117%	+$141K	﹤0.01%	1015
2024 Q4	$112K	Buy	+12,113	New	+$118K	﹤0.01%	1186
2022 Q4	–	Sell	-10,625	Closed	-$89K	–	623
2022 Q3	$89K	Buy	+10,625	New	+$125K	﹤0.01%	323

Other funds holding AGNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EP Wealth Advisors's AGNC Position: Q2 2026 in Review

EP Wealth Advisors increased its AGNC Investment (AGNC) stake by 52% in Q2 2026, buying an estimated $69K and bringing the position to 19,136 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

EP Wealth Advisors first reported a position in AGNC in Q3 2022 and has held it in 7 quarters since. The position peaked at $251K in Q1 2025. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

EP Wealth Advisors held 19,136 shares of AGNC Investment worth $209K as of Q2 2026.
EP Wealth Advisors bought 6,550 AGNC Investment shares in Q2 2026, an estimated $69K.
AGNC Investment made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1488 holding.
EP Wealth Advisors first reported a position in AGNC Investment in Q3 2022 and has held it in 7 quarters since.
EP Wealth Advisors's AGNC Investment position peaked at $251K in Q1 2025.
704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.