Fortis Group Advisors’s AGNC Investment AGNC Stock Holding History

Fortis Group 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	$927	Hold	85	–	–	﹤0.01%	560
2026 Q1	$853	Sell	85 -12,700	-99%	-$140K	﹤0.01%	524
2025 Q4	$146K	Buy	12,785 +12,700	+14,941%	+$131K	0.02%	277
2025 Q3	$832	Hold	85	–	–	﹤0.01%	480
2025 Q2	$781	Hold	85	–	–	﹤0.01%	473
2025 Q1	$814	Hold	85	–	–	﹤0.01%	442
2024 Q4	$783	Hold	85	–	–	﹤0.01%	458
2024 Q3	$889	Hold	85	–	–	﹤0.01%	448
2024 Q2	$811	Hold	85	–	–	﹤0.01%	451
2024 Q1	$842	Sell	85 -85	-50%	-$820	﹤0.01%	464
2023 Q4	$1.67K	Buy	170 +85	+100%	+$747	﹤0.01%	403
2023 Q3	$802	Buy	+85	New	+$841	﹤0.01%	399
2020 Q3	$294K	Buy	+21,169	New	+$291K	0.06%	143

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

Fortis Group Advisors's AGNC Position: Q2 2026 in Review

Fortis Group Advisors held its AGNC Investment (AGNC) position steady in Q2 2026 at 85 shares worth $927. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Fortis Group Advisors first reported a position in AGNC in Q3 2020 and has held it in 13 quarters since. The position peaked at $294K in Q3 2020. 699 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

Fortis Group Advisors held 85 shares of AGNC Investment worth $927 as of Q2 2026.
Fortis Group Advisors left its AGNC Investment share count unchanged in Q2 2026.
AGNC Investment made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #560 holding.
Fortis Group Advisors first reported a position in AGNC Investment in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's AGNC Investment position peaked at $294K in Q3 2020.
699 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.