Fortitude Advisory Group’s AGNC Investment AGNC Stock Holding History

Fortitude Advisory Group’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	$775K	Sell	71,081 -16,919	-19%	-$178K	0.3%	74
2026 Q1	$883K	Sell	88,000 -1,656	-2%	-$18.3K	0.4%	53
2025 Q4	$961K	Buy	89,656 +21,009	+31%	+$216K	0.41%	42
2025 Q3	$672K	Sell	68,647 -45,344	-40%	-$440K	0.36%	53
2025 Q2	$1.05M	Buy	113,991 +14,448	+15%	+$129K	0.6%	30
2025 Q1	$826K	Buy	99,543 +1,399	+1%	+$14K	0.59%	32
2024 Q4	$904K	Buy	98,144 +45,815	+88%	+$447K	0.54%	32
2024 Q3	$547K	Sell	52,329 -21,074	-29%	-$214K	0.35%	60
2024 Q2	$700K	Sell	73,403 -13,594	-16%	-$130K	0.42%	44
2024 Q1	$861K	Buy	86,997 +138	+0.2%	+$1.33K	0.49%	38
2023 Q4	$852K	Buy	86,859 +7,406	+9%	+$65.1K	0.52%	36
2023 Q3	$750K	Buy	79,453 +61,655	+346%	+$610K	0.51%	40
2023 Q2	$180K	Buy	+17,798	New	+$173K	0.13%	187

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

Fortitude Advisory Group's AGNC Position: Q2 2026 in Review

Fortitude Advisory Group reduced its AGNC Investment (AGNC) stake by 19% in Q2 2026, selling an estimated $178K and leaving 71,081 shares worth $775K. The position accounts for 0.3% of the portfolio, ranked #74.

Fortitude Advisory Group first reported a position in AGNC in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.05M in Q2 2025. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

Fortitude Advisory Group held 71,081 shares of AGNC Investment worth $775K as of Q2 2026.
Fortitude Advisory Group sold 16,919 AGNC Investment shares in Q2 2026, an estimated $178K.
AGNC Investment made up 0.3% of Fortitude Advisory Group's portfolio in Q2 2026, its #74 holding.
Fortitude Advisory Group first reported a position in AGNC Investment in Q2 2023 and has held it in 13 quarters since.
Fortitude Advisory Group's AGNC Investment position peaked at $1.05M in Q2 2025.
704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.