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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EP Wealth Advisors's AGNC Position: Q1 2026 in Review

EP Wealth Advisors increased its AGNC Investment (AGNC) stake by 15% in Q1 2026, buying an estimated $18.2K and bringing the position to 12,586 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

EP Wealth Advisors first reported a position in AGNC in Q3 2022 and has held it in 6 quarters since. The position peaked at $251K in Q1 2025. 672 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • EP Wealth Advisors held 12,586 shares of AGNC Investment worth $126K as of Q1 2026.
  • EP Wealth Advisors bought 1,647 AGNC Investment shares in Q1 2026, an estimated $18.2K.
  • AGNC Investment made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1444 holding.
  • EP Wealth Advisors first reported a position in AGNC Investment in Q3 2022 and has held it in 6 quarters since.
  • EP Wealth Advisors's AGNC Investment position peaked at $251K in Q1 2025.
  • 672 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.