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FWL Investment Management’s AGNC Investment AGNC Stock Holding History

FWL Investment Management’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 		$11.8M Buy
1,086,876
+164,299
+18% +$1.73M 2.17% 16
2026
Q1 		$9.25M Sell
922,577
-331,270
-26% -$3.66M 2.03% 18
2025
Q4 		$13.4M Buy
1,253,847
+276,935
+28% +$2.85M 3.23% 12
2025
Q3 		$9.56M Buy
976,912
+147,264
+18% +$1.43M 2.49% 17
2025
Q2 		$7.62M Buy
829,648
+196,941
+31% +$1.76M 2.33% 17
2025
Q1 		$6.06M Buy
632,707
+109,186
+21% +$1.09M 2.25% 17
2024
Q4 		$4.82M Sell
523,521
-326,127
-38% -$3.18M 1.75% 22
2024
Q3 		$8.89M Buy
849,648
+52,732
+7% +$536K 3.4% 8
2024
Q2 		$7.6M Sell
796,916
-193,053
-20% -$1.85M 3.83% 7
2024
Q1 		$9.8M Buy
989,969
+178,996
+22% +$1.73M 5.4% 4
2023
Q4 		$7.96M Sell
810,973
-102,050
-11% -$897K 4.64% 6
2023
Q3 		$8.62M Buy
913,023
+471,299
+107% +$4.66M 5.79% 6
2023
Q2 		$4.47M Buy
441,724
+387,324
+712% +$3.76M 3.05% 14
2023
Q1 		$548K Buy
54,400
+31,900
+142% +$347K 0.4% 32
2022
Q4 		$233K Sell
22,500
-441,934
-95% -$4.04M 0.18% 38
2022
Q3 		$3.91M Sell
464,434
-96,791
-17% -$1.14M 3.46% 14
2022
Q2 		$6.21M Buy
561,225
+121,223
+28% +$1.44M 4.51% 5
2022
Q1 		$5.76M Sell
440,002
-74,429
-14% -$1.04M 3.56% 14
2021
Q4 		$7.74M Sell
514,431
-1,609
-0.3% -$25.5K 4.73% 7
2021
Q3 		$8.14M Buy
516,040
+59,027
+13% +$956K 5.12% 5
2021
Q2 		$7.72M Buy
457,013
+11,762
+3% +$209K 4.69% 6
2021
Q1 		$7.46M Buy
445,251
+101,865
+30% +$1.65M 5.03% 5
2020
Q4 		$5.36M Buy
+343,386
New +$5.08M 4.1% 5

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

FWL Investment Management's AGNC Position: Q2 2026 in Review

FWL Investment Management increased its AGNC Investment (AGNC) stake by 18% in Q2 2026, buying an estimated $1.73M and bringing the position to 1,086,876 shares worth $11.8M. The position accounts for 2.17% of the portfolio, ranked #16.

FWL Investment Management first reported a position in AGNC in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.4M in Q4 2025. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • FWL Investment Management held 1,086,876 shares of AGNC Investment worth $11.8M as of Q2 2026.
  • FWL Investment Management bought 164,299 AGNC Investment shares in Q2 2026, an estimated $1.73M.
  • AGNC Investment made up 2.17% of FWL Investment Management's portfolio in Q2 2026, its #16 holding.
  • FWL Investment Management first reported a position in AGNC Investment in Q4 2020 and has held it in 23 quarters since.
  • FWL Investment Management's AGNC Investment position peaked at $13.4M in Q4 2025.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

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