Fortitude Financial’s AGNC Investment AGNC Stock Holding History

Fortitude Financial’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	$1.71M	Sell	156,548 -1,147	-0.7%	-$12.1K	1.53%	11
2026 Q1	$1.58M	Buy	157,695 +148	+0.1%	+$1.64K	0.84%	17
2025 Q4	$1.69M	Buy	157,547 +48,908	+45%	+$503K	1.43%	15
2025 Q3	$1.06M	Buy	108,639 +50	+0%	+$485	0.87%	17
2025 Q2	$998K	Buy	108,589 +161	+0.1%	+$1.44K	0.89%	18
2025 Q1	$1.04M	Buy	108,428 +55	+0.1%	+$549	0.99%	17
2024 Q4	$998K	Buy	+108,373	New	+$1.06M	0.56%	16

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 Financial's AGNC Position: Q2 2026 in Review

Fortitude Financial reduced its AGNC Investment (AGNC) stake by 0.73% in Q2 2026, selling an estimated $12.1K and leaving 156,548 shares worth $1.71M. The position accounts for 1.53% of the portfolio, ranked #11.

Fortitude Financial first reported a position in AGNC in Q4 2024 and has held it in 7 quarters since. 699 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

Fortitude Financial held 156,548 shares of AGNC Investment worth $1.71M as of Q2 2026.
Fortitude Financial sold 1,147 AGNC Investment shares in Q2 2026, an estimated $12.1K.
AGNC Investment made up 1.53% of Fortitude Financial's portfolio in Q2 2026, its #11 holding.
Fortitude Financial first reported a position in AGNC Investment in Q4 2024 and has held it in 7 quarters since.
699 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Fortitude Financial's 13F filing for Q2 2026, filed 9 Jul 2026.