Guardian Wealth Advisors (North Carolina)’s AGNC Investment AGNC Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	Sell	16,082 -19	-0.1%	-$200	0.01%	379
2026 Q1	$161K	Hold	16,101	–	–	0.01%	365
2025 Q4	$173K	Hold	16,101	–	–	0.01%	361
2025 Q3	$158K	Hold	16,101	–	–	0.01%	351
2025 Q2	$148K	Sell	16,101 -4,618	-22%	-$41.3K	0.01%	342
2025 Q1	$198K	Buy	+20,719	New	+$207K	0.02%	315

Other funds holding AGNC

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s AGNC Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its AGNC Investment (AGNC) stake by 0.12% in Q2 2026, selling an estimated $200 and leaving 16,082 shares worth $175K. The position accounts for 0.01% of the portfolio, ranked #379.

Guardian Wealth Advisors (North Carolina) first reported a position in AGNC in Q1 2025 and has held it in 6 quarters since. The position peaked at $198K in Q1 2025. 700 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 16,082 shares of AGNC Investment worth $175K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) sold 19 AGNC Investment shares in Q2 2026, an estimated $200.
AGNC Investment made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #379 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in AGNC Investment in Q1 2025 and has held it in 6 quarters since.
Guardian Wealth Advisors (North Carolina)'s AGNC Investment position peaked at $198K in Q1 2025.
700 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.