IAA
AGNC icon

Independent Advisor Alliance’s AGNC Investment AGNC Stock Holding History

Independent Advisor Alliance’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 		$1.21M Buy
111,152
+8,741
+9% +$92.1K 0.03% 409
2026
Q1 		$1.03M Sell
102,411
-2,054
-2% -$22.7K 0.01% 822
2025
Q4 		$1.12M Sell
104,465
-9
-0% -$93 0.03% 442
2025
Q3 		$1.02M Buy
104,474
+24,702
+31% +$239K 0.03% 442
2025
Q2 		$733K Buy
79,772
+50,858
+176% +$455K 0.02% 485
2025
Q1 		$277K Buy
28,914
+3,384
+13% +$33.8K 0.01% 672
2024
Q4 		$235K Buy
25,530
+12,404
+94% +$121K ﹤0.01% 1238
2024
Q3 		$137K Buy
+13,126
New +$133K 0.01% 677
2022
Q2 		– Sell
-75,823
Closed -$993K – 621
2022
Q1 		$993K Buy
75,823
+14,310
+23% +$200K 0.05% 280
2021
Q4 		$925K Sell
61,513
-159,961
-72% -$2.53M 0.05% 291
2021
Q3 		$3.49M Buy
221,474
+2,031
+0.9% +$32.9K 0.19% 108
2021
Q2 		$3.71M Buy
219,443
+24,971
+13% +$444K 0.2% 110
2021
Q1 		$3.26M Buy
194,472
+5,166
+3% +$83.5K 0.19% 109
2020
Q4 		$2.95M Buy
189,306
+46,933
+33% +$694K 0.2% 107
2020
Q3 		$1.98M Buy
142,373
+7,906
+6% +$109K 0.15% 123
2020
Q2 		$1.74M Buy
134,467
+31,457
+31% +$395K 0.19% 107
2020
Q1 		$1.09M Buy
+103,010
New +$1.72M 0.16% 114

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

Independent Advisor Alliance's AGNC Position: Q2 2026 in Review

Independent Advisor Alliance increased its AGNC Investment (AGNC) stake by 8.5% in Q2 2026, buying an estimated $92.1K and bringing the position to 111,152 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #409.

Independent Advisor Alliance first reported a position in AGNC in Q1 2020 and has held it in 17 quarters since. The position peaked at $3.71M in Q2 2021. 699 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Independent Advisor Alliance held 111,152 shares of AGNC Investment worth $1.21M as of Q2 2026.
  • Independent Advisor Alliance bought 8,741 AGNC Investment shares in Q2 2026, an estimated $92.1K.
  • AGNC Investment made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #409 holding.
  • Independent Advisor Alliance first reported a position in AGNC Investment in Q1 2020 and has held it in 17 quarters since.
  • Independent Advisor Alliance's AGNC Investment position peaked at $3.71M in Q2 2021.
  • 699 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.