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GoalVest Advisory’s AGNC Investment AGNC Stock Holding History

GoalVest 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 		$1.06M Buy
96,949
+94,498
+3,855% +$996K 0.2% 65
2026
Q1 		$24.6K Hold
2,451
– – ﹤0.01% 310
2025
Q4 		$26.3K Buy
+2,451
New +$25.2K 0.01% 310

Other funds holding AGNC

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
FF
Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return

GoalVest Advisory's AGNC Position: Q2 2026 in Review

GoalVest Advisory increased its AGNC Investment (AGNC) stake by 3,855% in Q2 2026, buying an estimated $996K and bringing the position to 96,949 shares worth $1.06M. The position accounts for 0.2% of the portfolio, ranked #65.

GoalVest Advisory first reported a position in AGNC in Q4 2025 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • GoalVest Advisory held 96,949 shares of AGNC Investment worth $1.06M as of Q2 2026.
  • GoalVest Advisory bought 94,498 AGNC Investment shares in Q2 2026, an estimated $996K.
  • AGNC Investment made up 0.2% of GoalVest Advisory's portfolio in Q2 2026, its #65 holding.
  • GoalVest Advisory first reported a position in AGNC Investment in Q4 2025 and has held it in 3 quarters since.
  • 97 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.