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Garton & Associates Financial Advisors’s AGNC Investment AGNC Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-2,200
Closed -$23.6K – 137
2025
Q4 		$23.6K Buy
+2,200
New +$22.6K 0.01% 594

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
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Garton & Associates Financial Advisors's AGNC Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of AGNC Investment (AGNC) in Q1 2026, closing a stake of 2,200 shares — an estimated $23.6K sold.

Garton & Associates Financial Advisors first reported a position in AGNC in Q4 2025 and held it in 1 quarter. The position peaked at $23.6K in Q4 2025. 679 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining AGNC Investment position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 2,200 AGNC Investment shares in Q1 2026, an estimated $23.6K.
  • Garton & Associates Financial Advisors first reported a position in AGNC Investment in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's AGNC Investment position peaked at $23.6K in Q4 2025.
  • 679 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.