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Foundations Investment Advisors’s AGNC Investment AGNC Stock Holding History

Foundations Investment 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 		$125K Sell
11,454
-6,544
-36% -$68.9K ﹤0.01% 1171
2026
Q1 		$181K Sell
17,998
-2,381
-12% -$26.3K ﹤0.01% 1118
2025
Q4 		$218K Sell
20,379
-7,936
-28% -$81.6K ﹤0.01% 1022
2025
Q3 		$277K Buy
28,315
+3,124
+12% +$30.3K ﹤0.01% 886
2025
Q2 		$232K Buy
25,191
+3,794
+18% +$34K ﹤0.01% 832
2025
Q1 		$205K Buy
21,397
+3,040
+17% +$30.4K ﹤0.01% 818
2024
Q4 		$169K Buy
18,357
+968
+6% +$9.44K ﹤0.01% 808
2024
Q3 		$182K Buy
17,389
+51
+0.3% +$518 ﹤0.01% 784
2024
Q2 		$165K Hold
17,338
– – ﹤0.01% 729
2024
Q1 		$172K Buy
17,338
+1,658
+11% +$16K ﹤0.01% 686
2023
Q4 		$152K Buy
+15,680
New +$138K ﹤0.01% 646

Other funds holding AGNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Foundations Investment Advisors's AGNC Position: Q2 2026 in Review

Foundations Investment Advisors reduced its AGNC Investment (AGNC) stake by 36% in Q2 2026, selling an estimated $68.9K and leaving 11,454 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Foundations Investment Advisors first reported a position in AGNC in Q4 2023 and has held it in 11 quarters since. The position peaked at $277K in Q3 2025. 701 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Foundations Investment Advisors held 11,454 shares of AGNC Investment worth $125K as of Q2 2026.
  • Foundations Investment Advisors sold 6,544 AGNC Investment shares in Q2 2026, an estimated $68.9K.
  • AGNC Investment made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1171 holding.
  • Foundations Investment Advisors first reported a position in AGNC Investment in Q4 2023 and has held it in 11 quarters since.
  • Foundations Investment Advisors's AGNC Investment position peaked at $277K in Q3 2025.
  • 701 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.