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 Q3	$441K	Buy	48,636 +2,690	+6%	+$28.6K	0.02%	259
2026 Q2	$501K	Hold	45,946	–	–	0.02%	246
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 New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

First Foundation Advisors's AGNC Position: Q3 2026 in Review

First Foundation Advisors increased its AGNC Investment (AGNC) stake by 5.9% in Q3 2026, buying an estimated $28.6K and bringing the position to 48,636 shares worth $441K. The position accounts for 0.02% of the portfolio, ranked #259.

First Foundation Advisors first reported a position in AGNC in Q2 2024 and has held it in 10 quarters since. The position peaked at $511K in Q3 2024. 583 funds tracked by Wall St. Rank hold AGNC as of Q3 2026.

First Foundation Advisors held 48,636 shares of AGNC Investment worth $441K as of Q3 2026.
First Foundation Advisors bought 2,690 AGNC Investment shares in Q3 2026, an estimated $28.6K.
AGNC Investment made up 0.02% of First Foundation Advisors's portfolio in Q3 2026, its #259 holding.
First Foundation Advisors first reported a position in AGNC Investment in Q2 2024 and has held it in 10 quarters since.
First Foundation Advisors's AGNC Investment position peaked at $511K in Q3 2024.
583 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2026.

Based on First Foundation Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.