Intrua Financial’s AGNC Investment AGNC Stock Holding History

Intrua Financial’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	$770K	Buy	70,685 +3,302	+5%	+$34.8K	0.07%	206
2026 Q1	$676K	Buy	67,383 +4,278	+7%	+$47.3K	0.07%	204
2025 Q4	$676K	Buy	63,105 +2,309	+4%	+$23.7K	0.07%	201
2025 Q3	$595K	Buy	60,796 +24,625	+68%	+$239K	0.06%	221
2025 Q2	$332K	Buy	+36,171	New	+$324K	0.04%	274

Other funds holding AGNC

VNIM

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

DIA

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

DFG

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Intrua Financial's AGNC Position: Q2 2026 in Review

Intrua Financial increased its AGNC Investment (AGNC) stake by 4.9% in Q2 2026, buying an estimated $34.8K and bringing the position to 70,685 shares worth $770K. The position accounts for 0.07% of the portfolio, ranked #206.

Intrua Financial first reported a position in AGNC in Q2 2025 and has held it in 5 quarters since. 224 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

Intrua Financial held 70,685 shares of AGNC Investment worth $770K as of Q2 2026.
Intrua Financial bought 3,302 AGNC Investment shares in Q2 2026, an estimated $34.8K.
AGNC Investment made up 0.07% of Intrua Financial's portfolio in Q2 2026, its #206 holding.
Intrua Financial first reported a position in AGNC Investment in Q2 2025 and has held it in 5 quarters since.
224 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.