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Global Wealth Management Investment Advisory’s AGNC Investment AGNC Stock Holding History

Global Wealth Management Investment Advisory’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 		$997K Buy
+91,432
New +$963K 0.14% 103
2024
Q1 		– Sell
-6,901
Closed -$67.7K – 145
2023
Q4 		$67.7K Sell
6,901
-28,764
-81% -$253K 0.02% 175
2023
Q3 		$337K Buy
35,665
+2,159
+6% +$21.4K 0.09% 123
2023
Q2 		$339K Buy
33,506
+1,466
+5% +$14.2K 0.09% 123
2023
Q1 		$323K Buy
32,040
+763
+2% +$8.3K 0.1% 120
2022
Q4 		$324K Sell
31,277
-9,811
-24% -$89.6K 0.11% 117
2022
Q3 		$346K Buy
41,088
+4,538
+12% +$53.3K 0.12% 110
2022
Q2 		$405K Buy
36,550
+6,665
+22% +$79K 0.14% 105
2022
Q1 		$391K Buy
29,885
+3,835
+15% +$53.6K 0.12% 109
2021
Q4 		$392K Buy
26,050
+3,688
+16% +$58.4K 0.12% 109
2021
Q3 		$353K Buy
22,362
+3,711
+20% +$60.1K 0.11% 110
2021
Q2 		$315K Buy
18,651
+2,986
+19% +$53.1K 0.1% 107
2021
Q1 		$263K Buy
15,665
+1,003
+7% +$16.2K 0.09% 113
2020
Q4 		$229K Buy
14,662
+485
+3% +$7.17K 0.09% 106
2020
Q3 		$197K Sell
14,177
-2,199
-13% -$30.3K 0.09% 105
2020
Q2 		$211K Buy
16,376
+2,179
+15% +$27.3K 0.09% 109
2020
Q1 		$150K Buy
14,197
+3,977
+39% +$66.3K 0.08% 111
2019
Q4 		$181K Buy
10,220
+576
+6% +$9.8K 0.08% 111
2019
Q3 		$155K Sell
9,644
-260
-3% -$4.27K 0.07% 112
2019
Q2 		$167K Buy
9,904
+760
+8% +$13.2K 0.08% 105
2019
Q1 		$165K Buy
9,144
+273
+3% +$4.88K 0.09% 123
2018
Q4 		$156K Buy
+8,871
New +$158K 0.09% 146

Other funds holding AGNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return

Global Wealth Management Investment Advisory's AGNC Position: Q2 2026 in Review

Global Wealth Management Investment Advisory opened a new position in AGNC Investment (AGNC) in Q2 2026: 91,432 shares worth $997K. The stake represents 0.14% of the portfolio and ranks #103 among its holdings. This is a return to the name: Global Wealth Management Investment Advisory previously reported a position in AGNC as recently as Q4 2023.

Global Wealth Management Investment Advisory first reported a position in AGNC in Q4 2018 and has held it in 22 quarters since. 392 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Global Wealth Management Investment Advisory held 91,432 shares of AGNC Investment worth $997K as of Q2 2026.
  • AGNC Investment was a new Global Wealth Management Investment Advisory position in Q2 2026.
  • AGNC Investment made up 0.14% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #103 holding.
  • Global Wealth Management Investment Advisory first reported a position in AGNC Investment in Q4 2018 and has held it in 22 quarters since.
  • 392 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.