FFA
AGNC icon

First Foundation Advisors’s AGNC Investment AGNC Stock Holding History

First Foundation 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 		$461K Hold
45,946
– – 0.02% 249
2025
Q4 		$493K Hold
45,946
– – 0.02% 234
2025
Q3 		$450K Hold
45,946
– – 0.02% 243
2025
Q2 		$422K Hold
45,946
– – 0.02% 256
2025
Q1 		$440K Hold
45,946
– – 0.02% 234
2024
Q4 		$423K Sell
45,946
-2,881
-6% -$28.1K 0.02% 242
2024
Q3 		$511K Buy
48,827
+1,631
+3% +$16.6K 0.02% 230
2024
Q2 		$450K Buy
+47,196
New +$452K 0.02% 233

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

First Foundation Advisors's AGNC Position: Q1 2026 in Review

First Foundation Advisors held its AGNC Investment (AGNC) position steady in Q1 2026 at 45,946 shares worth $461K. The position accounts for 0.02% of the portfolio, ranked #249.

First Foundation Advisors first reported a position in AGNC in Q2 2024 and has held it in 8 quarters since. The position peaked at $511K in Q3 2024. 672 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • First Foundation Advisors held 45,946 shares of AGNC Investment worth $461K as of Q1 2026.
  • First Foundation Advisors left its AGNC Investment share count unchanged in Q1 2026.
  • AGNC Investment made up 0.02% of First Foundation Advisors's portfolio in Q1 2026, its #249 holding.
  • First Foundation Advisors first reported a position in AGNC Investment in Q2 2024 and has held it in 8 quarters since.
  • First Foundation Advisors's AGNC Investment position peaked at $511K in Q3 2024.
  • 672 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.