IWA
AGNC icon

Icon Wealth Advisors’s AGNC Investment AGNC Stock Holding History

Icon Wealth 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
-10,968
Closed -$118K – 391
2025
Q4 		$118K Buy
+10,968
New +$113K 0.01% 388
2025
Q2 		– Sell
-22,890
Closed -$219K – 511
2025
Q1 		$219K Buy
22,890
+5,400
+31% +$53.9K 0.02% 333
2024
Q4 		$161K Hold
17,490
– – 0.01% 414
2024
Q3 		$183K Buy
+17,490
New +$178K 0.02% 374

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

Icon Wealth Advisors's AGNC Position: Q1 2026 in Review

Icon Wealth Advisors sold out of AGNC Investment (AGNC) in Q1 2026, closing a stake of 10,968 shares — an estimated $118K sold.

Icon Wealth Advisors first reported a position in AGNC in Q3 2024 and held it in 4 quarters. The position peaked at $219K in Q1 2025. 679 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • Icon Wealth Advisors reported no remaining AGNC Investment position as of Q1 2026 after selling out during the quarter.
  • Icon Wealth Advisors sold 10,968 AGNC Investment shares in Q1 2026, an estimated $118K.
  • Icon Wealth Advisors first reported a position in AGNC Investment in Q3 2024 and held it in 4 quarters.
  • Icon Wealth Advisors's AGNC Investment position peaked at $219K in Q1 2025.
  • 679 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.