IMG Wealth Management’s AGNC Investment AGNC Stock Holding History

IMG 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
2025 Q4	–	Sell	-123	Closed	-$1.2K	–	593
2025 Q3	$1.2K	Buy	+123	New	+$1.19K	﹤0.01%	498

Other funds holding AGNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

EIC

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

IMG Wealth Management's AGNC Position: Q4 2025 in Review

IMG Wealth Management sold out of AGNC Investment (AGNC) in Q4 2025, closing a stake of 123 shares — an estimated $1.2K sold.

IMG Wealth Management first reported a position in AGNC in Q3 2025 and held it in 1 quarter. The position peaked at $1.2K in Q3 2025. 648 funds tracked by Wall St. Rank hold AGNC as of Q4 2025.

IMG Wealth Management reported no remaining AGNC Investment position as of Q4 2025 after selling out during the quarter.
IMG Wealth Management sold 123 AGNC Investment shares in Q4 2025, an estimated $1.2K.
IMG Wealth Management first reported a position in AGNC Investment in Q3 2025 and held it in 1 quarter.
IMG Wealth Management's AGNC Investment position peaked at $1.2K in Q3 2025.
648 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2025.

Based on IMG Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.