Institute for Wealth Management’s AGNC Investment AGNC Stock Holding History

Institute for 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
2026 Q2	$15.6K	Buy	+1,433	New	+$15.1K	﹤0.01%	1200

Other funds holding AGNC

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

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

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return

Institute for Wealth Management's AGNC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in AGNC Investment (AGNC) in Q2 2026: 1,433 shares worth $15.6K. The stake represents ﹤0.01% of the portfolio and ranks #1200 among its holdings.

424 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

Institute for Wealth Management held 1,433 shares of AGNC Investment worth $15.6K as of Q2 2026.
AGNC Investment was a new Institute for Wealth Management position in Q2 2026.
AGNC Investment made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1200 holding.
424 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.