FTWA
AGNC icon

Fifth Third Wealth Advisors’s AGNC Investment AGNC Stock Holding History

Fifth Third 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
2025
Q1 		– Sell
-11,220
Closed -$103K – 708
2024
Q4 		$103K Buy
+11,220
New +$109K 0.01% 714

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Fifth Third Wealth Advisors's AGNC Position: Q1 2025 in Review

Fifth Third Wealth Advisors sold out of AGNC Investment (AGNC) in Q1 2025, closing a stake of 11,220 shares — an estimated $103K sold.

Fifth Third Wealth Advisors first reported a position in AGNC in Q4 2024 and held it in 1 quarter. The position peaked at $103K in Q4 2024. 563 funds tracked by Wall St. Rank hold AGNC as of Q1 2025.

  • Fifth Third Wealth Advisors reported no remaining AGNC Investment position as of Q1 2025 after selling out during the quarter.
  • Fifth Third Wealth Advisors sold 11,220 AGNC Investment shares in Q1 2025, an estimated $103K.
  • Fifth Third Wealth Advisors first reported a position in AGNC Investment in Q4 2024 and held it in 1 quarter.
  • Fifth Third Wealth Advisors's AGNC Investment position peaked at $103K in Q4 2024.
  • 563 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2025.

Based on Fifth Third Wealth Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.