GWM
AGNC icon

Greenwich Wealth Management’s AGNC Investment AGNC Stock Holding History

Greenwich Wealth 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 		$175K Buy
+16,021
New +$169K 0.01% 284
2025
Q3 		– Sell
-11,603
Closed -$107K – 278
2025
Q2 		$107K Buy
+11,603
New +$104K 0.01% 242

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

Greenwich Wealth Management's AGNC Position: Q2 2026 in Review

Greenwich Wealth Management opened a new position in AGNC Investment (AGNC) in Q2 2026: 16,021 shares worth $175K. The stake represents 0.01% of the portfolio and ranks #284 among its holdings. This is a return to the name: Greenwich Wealth Management previously reported a position in AGNC as recently as Q2 2025.

Greenwich Wealth Management first reported a position in AGNC in Q2 2025 and has held it in 2 quarters since. 706 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Greenwich Wealth Management held 16,021 shares of AGNC Investment worth $175K as of Q2 2026.
  • AGNC Investment was a new Greenwich Wealth Management position in Q2 2026.
  • AGNC Investment made up 0.01% of Greenwich Wealth Management's portfolio in Q2 2026, its #284 holding.
  • Greenwich Wealth Management first reported a position in AGNC Investment in Q2 2025 and has held it in 2 quarters since.
  • 706 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.