IFG
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Independent Financial Group’s AGNC Investment AGNC Stock Holding History

Independent Financial Group’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 		$4.5M Sell
412,690
-279,743
-40% -$2.95M 0.08% 232
2026
Q1 		$6.95M Sell
692,433
-200,038
-22% -$2.21M 0.16% 128
2025
Q4 		$9.57M Buy
892,471
+402,108
+82% +$4.13M 0.21% 91
2025
Q3 		$4.8M Buy
490,363
+64,524
+15% +$625K 0.12% 158
2025
Q2 		$3.91M Buy
425,839
+85,806
+25% +$768K 0.11% 180
2025
Q1 		$3.26M Buy
340,033
+47,489
+16% +$474K 0.11% 182
2024
Q4 		$2.69M Sell
292,544
-10,686
-4% -$104K 0.09% 222
2024
Q3 		$3.17M Buy
303,230
+20,391
+7% +$207K 0.12% 173
2024
Q2 		$2.7M Buy
282,839
+17,072
+6% +$163K 0.11% 177
2024
Q1 		$2.63M Sell
265,767
-199,541
-43% -$1.92M 0.12% 168
2023
Q4 		$4.56M Buy
465,308
+371,118
+394% +$3.26M 0.24% 96
2023
Q3 		$889K Buy
94,190
+12,200
+15% +$121K 0.06% 344
2023
Q2 		$831K Buy
81,990
+1,202
+1% +$11.7K 0.06% 355
2023
Q1 		$814K Buy
80,788
+5,029
+7% +$54.7K 0.07% 331
2022
Q4 		$784K Sell
75,759
-8,448
-10% -$77.2K 0.07% 309
2022
Q3 		$709K Sell
84,207
-926
-1% -$10.9K 0.06% 308
2022
Q2 		$942K Buy
85,133
+10,431
+14% +$124K 0.1% 234
2022
Q1 		$979K Sell
74,702
-73,860
-50% -$1.03M 0.08% 262
2021
Q4 		$2.23M Buy
148,562
+6,866
+5% +$109K 0.18% 118
2021
Q3 		$2.23M Buy
141,696
+6,204
+5% +$101K 0.23% 97
2021
Q2 		$2.29M Sell
135,492
-48,676
-26% -$865K 0.24% 95
2021
Q1 		$3.09M Sell
184,168
-5,954
-3% -$96.2K 0.4% 49
2020
Q4 		$2.97M Buy
190,122
+84,401
+80% +$1.25M 0.44% 41
2020
Q3 		$1.47M Buy
105,721
+3,336
+3% +$45.9K 0.28% 82
2020
Q2 		$1.32M Buy
102,385
+10,785
+12% +$135K 0.29% 83
2020
Q1 		$969K Buy
+91,600
New +$1.53M 0.28% 85

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 Financial Group's AGNC Position: Q2 2026 in Review

Independent Financial Group reduced its AGNC Investment (AGNC) stake by 40% in Q2 2026, selling an estimated $2.95M and leaving 412,690 shares worth $4.5M. The position accounts for 0.08% of the portfolio, ranked #232.

Independent Financial Group first reported a position in AGNC in Q1 2020 and has held it in 26 quarters since. The position peaked at $9.57M in Q4 2025. 667 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Independent Financial Group held 412,690 shares of AGNC Investment worth $4.5M as of Q2 2026.
  • Independent Financial Group sold 279,743 AGNC Investment shares in Q2 2026, an estimated $2.95M.
  • AGNC Investment made up 0.08% of Independent Financial Group's portfolio in Q2 2026, its #232 holding.
  • Independent Financial Group first reported a position in AGNC Investment in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's AGNC Investment position peaked at $9.57M in Q4 2025.
  • 667 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.