James T. Borello
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James T. Borello’s AGNC Investment AGNC Stock Holding History

James T. Borello’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
Q3 		$1.55K Sell
171
-509
-75% -$5.41K ﹤0.01% 956
2026
Q2 		$7.41K Buy
680
+193
+40% +$2.03K ﹤0.01% 678
2026
Q1 		$4.88K Buy
487
+111
+30% +$1.23K ﹤0.01% 754
2025
Q4 		$4.03K Buy
+376
New +$3.86K ﹤0.01% 620

Other funds holding AGNC

Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Dupree Financial Group
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
LFG Wealth Partners
LFG Wealth Partners Elizabethtown, Kentucky $240M AUM 41.22% 1-Year Est. Return

James T. Borello's AGNC Position: Q3 2026 in Review

James T. Borello reduced its AGNC Investment (AGNC) stake by 75% in Q3 2026, selling an estimated $5.41K and leaving 171 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

James T. Borello first reported a position in AGNC in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.41K in Q2 2026. 239 funds tracked by Wall St. Rank hold AGNC as of Q3 2026.

  • James T. Borello held 171 shares of AGNC Investment worth $1.55K as of Q3 2026.
  • James T. Borello sold 509 AGNC Investment shares in Q3 2026, an estimated $5.41K.
  • AGNC Investment made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #956 holding.
  • James T. Borello first reported a position in AGNC Investment in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello's AGNC Investment position peaked at $7.41K in Q2 2026.
  • 239 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.