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Flagship Wealth Advisors’s AGNC Investment AGNC Stock Holding History

Flagship 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
2026
Q1 		– Sell
-5,000
Closed -$53.6K – 350
2025
Q4 		$53.6K Buy
+5,000
New +$51.4K 0.02% 212

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

Flagship Wealth Advisors's AGNC Position: Q1 2026 in Review

Flagship Wealth Advisors sold out of AGNC Investment (AGNC) in Q1 2026, closing a stake of 5,000 shares — an estimated $53.6K sold.

Flagship Wealth Advisors first reported a position in AGNC in Q4 2025 and held it in 1 quarter. The position peaked at $53.6K in Q4 2025. 672 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • Flagship Wealth Advisors reported no remaining AGNC Investment position as of Q1 2026 after selling out during the quarter.
  • Flagship Wealth Advisors sold 5,000 AGNC Investment shares in Q1 2026, an estimated $53.6K.
  • Flagship Wealth Advisors first reported a position in AGNC Investment in Q4 2025 and held it in 1 quarter.
  • Flagship Wealth Advisors's AGNC Investment position peaked at $53.6K in Q4 2025.
  • 672 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.