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Financial Perspectives’s AGNC Investment AGNC Stock Holding History

Financial Perspectives’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
Q4 		– Sell
-2,020
Closed -$19.8K – 715
2025
Q3 		$19.8K Hold
2,020
– – 0.01% 426
2025
Q2 		$18.6K Hold
2,020
– – 0.01% 427
2025
Q1 		$19.4K Hold
2,020
– – 0.01% 417
2024
Q4 		$18.6K Buy
+2,020
New +$19.7K 0.01% 418

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Financial Perspectives's AGNC Position: Q4 2025 in Review

Financial Perspectives sold out of AGNC Investment (AGNC) in Q4 2025, closing a stake of 2,020 shares — an estimated $19.8K sold.

Financial Perspectives first reported a position in AGNC in Q4 2024 and held it in 4 quarters. The position peaked at $19.8K in Q3 2025. 647 funds tracked by Wall St. Rank hold AGNC as of Q4 2025.

  • Financial Perspectives reported no remaining AGNC Investment position as of Q4 2025 after selling out during the quarter.
  • Financial Perspectives sold 2,020 AGNC Investment shares in Q4 2025, an estimated $19.8K.
  • Financial Perspectives first reported a position in AGNC Investment in Q4 2024 and held it in 4 quarters.
  • Financial Perspectives's AGNC Investment position peaked at $19.8K in Q3 2025.
  • 647 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2025.

Based on Financial Perspectives's 13F filing for Q4 2025, filed 28 Jan 2026.