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 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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Foundation Advisors's AGNC Position: Q2 2026 in Review

First Foundation Advisors held its AGNC Investment (AGNC) position steady in Q2 2026 at 45,946 shares worth $501K. The position accounts for 0.02% of the portfolio, ranked #246.

First Foundation Advisors first reported a position in AGNC in Q2 2024 and has held it in 9 quarters since. The position peaked at $511K in Q3 2024. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

First Foundation Advisors held 45,946 shares of AGNC Investment worth $501K as of Q2 2026.
First Foundation Advisors left its AGNC Investment share count unchanged in Q2 2026.
AGNC Investment made up 0.02% of First Foundation Advisors's portfolio in Q2 2026, its #246 holding.
First Foundation Advisors first reported a position in AGNC Investment in Q2 2024 and has held it in 9 quarters since.
First Foundation Advisors's AGNC Investment position peaked at $511K in Q3 2024.
704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.