FWA
AGNC icon

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
Q2 		$81.8K Buy
+7,500
New +$79K 0.02% 223
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Flagship Wealth Advisors's AGNC Position: Q2 2026 in Review

Flagship Wealth Advisors opened a new position in AGNC Investment (AGNC) in Q2 2026: 7,500 shares worth $81.8K. The stake represents 0.02% of the portfolio and ranks #223 among its holdings. This is a return to the name: Flagship Wealth Advisors previously reported a position in AGNC as recently as Q4 2025.

Flagship Wealth Advisors first reported a position in AGNC in Q4 2025 and has held it in 2 quarters since. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Flagship Wealth Advisors held 7,500 shares of AGNC Investment worth $81.8K as of Q2 2026.
  • AGNC Investment was a new Flagship Wealth Advisors position in Q2 2026.
  • AGNC Investment made up 0.02% of Flagship Wealth Advisors's portfolio in Q2 2026, its #223 holding.
  • Flagship Wealth Advisors first reported a position in AGNC Investment in Q4 2025 and has held it in 2 quarters since.
  • 704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.