Focus Partners Wealth
AGNC icon

Focus Partners Wealth’s AGNC Investment AGNC Stock Holding History

Focus Partners Wealth’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 		$35.9M Buy
3,960,033
+616,182
+18% +$6.55M 0.04% 367
2026
Q2 		$36.5M Buy
3,343,851
+367,378
+12% +$3.87M 0.04% 379
2026
Q1 		$29.9M Buy
2,976,473
+1,720,060
+137% +$19M 0.03% 402
2025
Q4 		$12.4M Buy
1,256,413
+108,802
+9% +$1.12M 0.01% 632
2025
Q3 		$11.2M Buy
+1,147,611
New +$11.1M 0.02% 532
2025
Q2 		– Sell
-10,995
Closed -$105K – 2032
2025
Q1 		$105K Sell
10,995
-28,859
-72% -$288K ﹤0.01% 1812
2024
Q4 		$367K Buy
+39,854
New +$389K ﹤0.01% 1460

Other funds holding AGNC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Focus Partners Wealth's AGNC Position: Q3 2026 in Review

Focus Partners Wealth increased its AGNC Investment (AGNC) stake by 18% in Q3 2026, buying an estimated $6.55M and bringing the position to 3,960,033 shares worth $35.9M. The position accounts for 0.04% of the portfolio, ranked #367.

Focus Partners Wealth first reported a position in AGNC in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.5M in Q2 2026. 583 funds tracked by Wall St. Rank hold AGNC as of Q3 2026.

  • Focus Partners Wealth held 3,960,033 shares of AGNC Investment worth $35.9M as of Q3 2026.
  • Focus Partners Wealth bought 616,182 AGNC Investment shares in Q3 2026, an estimated $6.55M.
  • AGNC Investment made up 0.04% of Focus Partners Wealth's portfolio in Q3 2026, its #367 holding.
  • Focus Partners Wealth first reported a position in AGNC Investment in Q4 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's AGNC Investment position peaked at $36.5M in Q2 2026.
  • 583 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2026.

Based on Focus Partners Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.