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EverSource Wealth Advisors’s AGNC Investment AGNC Stock Holding History

EverSource 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 		$141K Sell
12,944
-3,329
-20% -$35.1K ﹤0.01% 1201
2026
Q1 		$163K Buy
16,273
+2,576
+19% +$28.5K 0.01% 1164
2025
Q4 		$147K Sell
13,697
-107
-0.8% -$1.1K 0.01% 1110
2025
Q3 		$135K Sell
13,804
-474
-3% -$4.59K 0.01% 1111
2025
Q2 		$131K Buy
14,278
+1,924
+16% +$17.2K 0.01% 1062
2025
Q1 		$118K Buy
12,354
+2,405
+24% +$24K 0.01% 852
2024
Q4 		$91.6K Buy
9,949
+1,776
+22% +$17.3K 0.01% 935
2024
Q3 		$85.5K Buy
8,173
+57
+0.7% +$579 0.01% 851
2024
Q2 		$81.2K Buy
8,116
+6,243
+333% +$59.7K 0.01% 884
2024
Q1 		$17.1K Buy
1,873
+13
+0.7% +$125 ﹤0.01% 1437
2023
Q4 		$18.2K Sell
1,860
-906
-33% -$7.96K ﹤0.01% 1276
2023
Q3 		$26.1K Sell
2,766
-435
-14% -$4.3K ﹤0.01% 1034
2023
Q2 		$32.4K Sell
3,201
-241
-7% -$2.34K ﹤0.01% 989
2023
Q1 		$34.7K Sell
3,442
-224
-6% -$2.44K ﹤0.01% 912
2022
Q4 		$37.9K Buy
3,666
+2,351
+179% +$21.5K 0.01% 861
2022
Q3 		$11K Buy
1,315
+1,107
+532% +$13K ﹤0.01% 1083
2022
Q2 		$2K Hold
208
– – ﹤0.01% 1461
2022
Q1 		$3K Sell
208
-112
-35% -$1.57K ﹤0.01% 1387
2021
Q4 		$5K Buy
+320
New +$5.07K ﹤0.01% 1228

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

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

EverSource Wealth Advisors reduced its AGNC Investment (AGNC) stake by 20% in Q2 2026, selling an estimated $35.1K and leaving 12,944 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

EverSource Wealth Advisors first reported a position in AGNC in Q4 2021 and has held it in 19 quarters since. The position peaked at $163K in Q1 2026. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • EverSource Wealth Advisors held 12,944 shares of AGNC Investment worth $141K as of Q2 2026.
  • EverSource Wealth Advisors sold 3,329 AGNC Investment shares in Q2 2026, an estimated $35.1K.
  • AGNC Investment made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1201 holding.
  • EverSource Wealth Advisors first reported a position in AGNC Investment in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's AGNC Investment position peaked at $163K in Q1 2026.
  • 700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.