EFS
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Essex Financial Services’s AGNC Investment AGNC Stock Holding History

Essex Financial Services’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 		– Sell
-11,134
Closed -$112K – 838
2026
Q1 		$112K Buy
+11,134
New +$123K 0.01% 779
2024
Q2 		– Sell
-10,430
Closed -$103K – 613
2024
Q1 		$103K Hold
10,430
– – 0.01% 531
2023
Q4 		$102K Buy
+10,430
New +$91.7K 0.01% 500
2021
Q3 		– Sell
-10,721
Closed -$181K – 463
2021
Q2 		$181K Buy
+10,721
New +$190K 0.03% 449
2013
Q4 		– Sell
-14,628
Closed -$330K – 283
2013
Q3 		$330K Buy
14,628
+2,369
+19% +$53.3K 0.1% 182
2013
Q2 		$282K Buy
+12,259
New +$354K 0.1% 198

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 $3.38T AUM 44.17% 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

Essex Financial Services's AGNC Position: Q2 2026 in Review

Essex Financial Services sold out of AGNC Investment (AGNC) in Q2 2026, closing a stake of 11,134 shares — an estimated $112K sold.

Essex Financial Services first reported a position in AGNC in Q2 2013 and held it in 6 quarters. The position peaked at $330K in Q3 2013. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Essex Financial Services reported no remaining AGNC Investment position as of Q2 2026 after selling out during the quarter.
  • Essex Financial Services sold 11,134 AGNC Investment shares in Q2 2026, an estimated $112K.
  • Essex Financial Services first reported a position in AGNC Investment in Q2 2013 and held it in 6 quarters.
  • Essex Financial Services's AGNC Investment position peaked at $330K in Q3 2013.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.