Focus Partners Advisor Solutions’s AGNC Investment AGNC Stock Holding History

Focus Partners Advisor Solutions’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
2025 Q1	–	Sell	-14,360	Closed	-$132K	–	978
2024 Q4	$132K	Buy	+14,360	New	+$140K	﹤0.01%	744
2024 Q1	–	Sell	-12,606	Closed	-$124K	–	604
2023 Q4	$124K	Buy	12,606 +339	+3%	+$2.98K	0.01%	405
2023 Q3	$116K	Buy	12,267 +45	+0.4%	+$445	0.01%	433
2023 Q2	$124K	Buy	12,222 +77	+0.6%	+$748	0.01%	368
2023 Q1	$122K	Buy	+12,145	New	+$132K	0.01%	347

Other funds holding AGNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Focus Partners Advisor Solutions's AGNC Position: Q1 2025 in Review

Focus Partners Advisor Solutions sold out of AGNC Investment (AGNC) in Q1 2025, closing a stake of 14,360 shares — an estimated $132K sold.

Focus Partners Advisor Solutions first reported a position in AGNC in Q1 2023 and held it in 5 quarters. The position peaked at $132K in Q4 2024. 565 funds tracked by Wall St. Rank hold AGNC as of Q1 2025.

Focus Partners Advisor Solutions reported no remaining AGNC Investment position as of Q1 2025 after selling out during the quarter.
Focus Partners Advisor Solutions sold 14,360 AGNC Investment shares in Q1 2025, an estimated $132K.
Focus Partners Advisor Solutions first reported a position in AGNC Investment in Q1 2023 and held it in 5 quarters.
Focus Partners Advisor Solutions's AGNC Investment position peaked at $132K in Q4 2024.
565 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2025, filed 15 May 2025.